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Stuart McLaughlin / Charles Pollnow / Stuart E. McLaughlin

@Triple Frond Partners Llc

Latest period2024 - Q3ReportedManaged Assets$772.854MTotal holdings9
Assets growth rate-9.32%Assets growth rate (2-Q avg)-6.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triple Frond Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Triple Frond Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 772.854M in assets, with a quarterly growth rate of -9.32% and a 2-quarter average growth rate of -6.15%. The portfolio is managed by Stuart McLaughlin / Charles Pollnow, Stuart E. McLaughlin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGAlphabet Inc
Recent Activity
Increased 16.52%
18.11%
$139.913M
836,850 shares@ $167.2 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 32.84%
15.27%
$117.985M
82,673 shares@ $1427.13 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 10.13%
14.39%
$111.196M
596,771 shares@ $186.33 avg price
VVisa Inc
Recent Activity
Increased 83.73%
14.34%
$110.796M
402,969 shares@ $274.95 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.28%
14.04%
$108.498M
252,144 shares@ $430.31 avg price
CHTRCharter Communications Inc N
Recent Activity
Decreased -56.85%
11.36%
$87.741M
270,740 shares@ $324.08 avg price
MCOMoodys Corp
Recent Activity
Decreased -28.11%
6.66%
$51.44M
108,387 shares@ $474.6 avg price
CPCanadian Pacific Kansas City
Recent Activity
3.49%
$26.922M
314,734 shares@ $85.54 avg price
UNPUnion Pac Corp
Recent Activity
2.38%
$18.363M
74,500 shares@ $246.49 avg price