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Triple Frond Partners

Triple Frond PartnersFecha: 30 Sep 2025Inversiones: 11Valor: $917,968,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
GOOG - Alphabet Inc. CL C
18.10
Add 16.51%
836,850
$167.19
$139,913,000
$190.88
14.17%
$131.08
$202.88
TDG - TransDigm Group Inc.
15.27
Add 32.83%
82,673
$1427.13
$117,985,000
$1265.56
-11.32%
$951.17
$1424.68
AMZN - Amazon.com Inc.
14.39
Add 10.13%
596,771
$186.33
$111,196,000
$218.01
17.00%
$149.91
$233.00
V - Visa Inc.
14.34
Add 83.73%
402,969
$274.95
$110,796,000
$305.05
10.95%
$251.72
$321.62
MSFT - Microsoft Corp.
14.04
Add 10.27%
252,144
$430.30
$108,498,000
$414.43
-3.69%
$377.56
$466.57
CHTR - Charter Communications
11.35
Reduce 56.86%
270,740
$324.08
$87,741,000
$336.62
3.87%
$236.08
$415.27
MCO - Moody's Corp.
6.66
Reduce 28.12%
108,387
$474.60
$51,440,000
$455.00
-4.13%
$358.01
$503.95
CP - Canadian Pacific Kansas City
3.48
314,734
$85.54
$26,922,000
$73.58
-13.98%
$70.76
$90.81
UNP - Union Pacific
2.38
74,500
$246.48
$18,363,000
$225.76
-8.41%
$216.15
$256.59
LRCX - Lam Research
4.79
Buy
511,765
$72.23
$36,965,000
$83.26
15.27%
$68.66
$112.31
ASML - ASML Holding NV
7.10
Buy
79,300
$662.64
$52,547,000
$768.91
16.04%
$576.72
$1099.73
META - Meta Platforms Inc.
5.98
Buy
76,750
$576.36
$44,236,000
$659.36
14.40%
$441.48
$740.25
CCCS - CCC Intelligent Solutions Hldgs Inc.
2.95
Buy
2,415,000
$9.03
$21,807,000
$9.03
0.00%
$8.14
$12.88
CCC - CCC Intelligent Solutions Hldgs Inc.
5.24
Add 30.68%
3,156,000
$9.48
$29,932,000
$8.82
-6.96%
$8.14
$12.88
ILMN - Illumina Inc.
4.04
Buy
390,600
$94.97
$37,095,000
$120.67
27.06%
$68.70
$153.06
TRU - TransUnion
3.93
Buy
430,470
$83.78
$36,065,000
$81.10
-3.20%
$66.20
$103.08