StockGOOG - Alphabet Inc. CL C
% de la cartera18.10
Actividad recienteAdd 16.51%
Comparte836,850
Precio$167.19
Valor$139,913,000
Precio Actual$190.88
Precio reportado14.17%
52 Week Low$131.08
52 Week High$202.88
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Triple Frond Partners
Triple Frond PartnersFecha: 30 Jun 2026Inversiones: 13Valor: $1,120,470,000
Inversiones actuales
StockTDG - TransDigm Group Inc.
% de la cartera15.27
Actividad recienteAdd 32.83%
Comparte82,673
Precio$1427.13
Valor$117,985,000
Precio Actual$1265.56
Precio reportado-11.32%
52 Week Low$951.17
52 Week High$1424.68
StockAMZN - Amazon.com Inc.
% de la cartera14.39
Actividad recienteAdd 10.13%
Comparte596,771
Precio$186.33
Valor$111,196,000
Precio Actual$218.01
Precio reportado17.00%
52 Week Low$149.91
52 Week High$233.00
StockV - Visa Inc.
% de la cartera14.34
Actividad recienteAdd 83.73%
Comparte402,969
Precio$274.95
Valor$110,796,000
Precio Actual$305.05
Precio reportado10.95%
52 Week Low$251.72
52 Week High$321.62
StockMSFT - Microsoft Corp.
% de la cartera14.04
Actividad recienteAdd 10.27%
Comparte252,144
Precio$430.30
Valor$108,498,000
Precio Actual$414.43
Precio reportado-3.69%
52 Week Low$377.56
52 Week High$466.57
StockCHTR - Charter Communications
% de la cartera11.35
Actividad recienteReduce 56.86%
Comparte270,740
Precio$324.08
Valor$87,741,000
Precio Actual$336.62
Precio reportado3.87%
52 Week Low$236.08
52 Week High$415.27
StockMCO - Moody's Corp.
% de la cartera6.66
Actividad recienteReduce 28.12%
Comparte108,387
Precio$474.60
Valor$51,440,000
Precio Actual$455.00
Precio reportado-4.13%
52 Week Low$358.01
52 Week High$503.95
StockCP - Canadian Pacific Kansas City
% de la cartera3.48
Actividad reciente—
Comparte314,734
Precio$85.54
Valor$26,922,000
Precio Actual$73.58
Precio reportado-13.98%
52 Week Low$70.76
52 Week High$90.81
StockUNP - Union Pacific
% de la cartera2.38
Actividad reciente—
Comparte74,500
Precio$246.48
Valor$18,363,000
Precio Actual$225.76
Precio reportado-8.41%
52 Week Low$216.15
52 Week High$256.59
StockLRCX - Lam Research
% de la cartera4.79
Actividad recienteBuy
Comparte511,765
Precio$72.23
Valor$36,965,000
Precio Actual$83.26
Precio reportado15.27%
52 Week Low$68.66
52 Week High$112.31
StockASML - ASML Holding NV
% de la cartera7.10
Actividad recienteBuy
Comparte79,300
Precio$662.64
Valor$52,547,000
Precio Actual$768.91
Precio reportado16.04%
52 Week Low$576.72
52 Week High$1099.73
StockMETA - Meta Platforms Inc.
% de la cartera5.98
Actividad recienteBuy
Comparte76,750
Precio$576.36
Valor$44,236,000
Precio Actual$659.36
Precio reportado14.40%
52 Week Low$441.48
52 Week High$740.25
StockCCCS - CCC Intelligent Solutions Hldgs Inc.
% de la cartera2.95
Actividad recienteBuy
Comparte2,415,000
Precio$9.03
Valor$21,807,000
Precio Actual$9.03
Precio reportado0.00%
52 Week Low$8.14
52 Week High$12.88
StockCCC - CCC Intelligent Solutions Hldgs Inc.
% de la cartera5.24
Actividad recienteAdd 30.68%
Comparte3,156,000
Precio$9.48
Valor$29,932,000
Precio Actual$8.82
Precio reportado-6.96%
52 Week Low$8.14
52 Week High$12.88
StockILMN - Illumina Inc.
% de la cartera4.04
Actividad recienteBuy
Comparte390,600
Precio$94.97
Valor$37,095,000
Precio Actual$120.67
Precio reportado27.06%
52 Week Low$68.70
52 Week High$153.06
StockTRU - TransUnion
% de la cartera3.93
Actividad recienteBuy
Comparte430,470
Precio$83.78
Valor$36,065,000
Precio Actual$81.10
Precio reportado-3.20%
52 Week Low$66.20
52 Week High$103.08
StockLYV - Live Nation Inc.
% de la cartera3.79
Actividad recienteBuy
Comparte255,858
Precio$142.50
Valor$36,460,000
Precio Actual$158.27
Precio reportado11.07%
52 Week Low$112.88
52 Week High$175.25
StockMA - Mastercard Inc.
% de la cartera9.11
Actividad recienteBuy
Comparte175,472
Precio$499.66
Valor$87,676,000
Precio Actual$494.20
Precio reportado-1.09%
52 Week Low$479.68
52 Week High$599.05
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
LYV - Live Nation Inc.
3.79
Buy
255,858
$142.50
$36,460,000
$158.27
11.07%
$112.88
$175.25
MA - Mastercard Inc.
9.11
Buy
175,472
$499.66
$87,676,000
$494.20
-1.09%
$479.68
$599.05