Triple Frond Partners

Naren Sankar

$918.0M Portfolio Value
11 Stocks
-3.35% YTD Return
Nov 14, 2025 Last Updated
Portfolio Value Over Time

Current Holdings for Triple Frond Partners

Stock Click to search
Shares Value % of Portfolio Change Est. Return
MSFT|MICROSOFT CORP
385.2K $199.5M
21.73%
TRIM -4.4% +65.90%
GOOG|ALPHABET INC
550.9K $134.2M
14.62%
TRIM -15.1% +182.80%
AMZN|AMAZON.COM INC
540.5K $118.7M
12.93%
ADD +10.9% +90.91%
ASML|ASML HOLDING N V
111.5K $107.9M
11.76%
ADD +40.6% +88.81%
TDG|TRANSDIGM GROUP INC
57.0K $75.1M
8.18%
TRIM -22.8%
META|META PLATFORMS INC
101.7K $74.7M
8.13%
TRIM -7.8% +2.45%
LRCX|LAM RESEARCH CORP
427.9K $57.3M
6.24%
TRIM -39.5% +189.82%
CHTR|CHARTER COMMUNICATIONS INC N
160.5K $44.1M
4.81%
ILMN|ILLUMINA INC COM
390.6K $37.1M
4.04%
ADD NEW +55.11%
TRU|TRANSUNION COM
430.5K $36.1M
3.93%
ADD NEW -5.31%
CCC|CCC INTELLIGENT SOLUTION HOLDINGS INC
3.7M $33.4M
3.64%
ADD +16.1% -22.75%

Trading Activity for Triple Frond Partners

Stock Click to search
Action Change Shares After Value Est. Return
2025-Q3
MSFT|MICROSOFT CORP
SELL -4.43% 385.2K $200M +87.3%
GOOG|ALPHABET INC
SELL -15.11% 550.9K $134M +73.1%
AMZN|AMAZON.COM INC
BUY +10.93% 540.5K $119M
TDG|TRANSDIGM GROUP INC
SELL -22.81% 57.0K $75M
ASML|ASML HOLDING N V
BUY +40.57% 111.5K $108M
META|META PLATFORMS INC
SELL -7.75% 101.7K $75M +18.6%
LRCX|LAM RESEARCH CORP
SELL -39.45% 427.9K $57M +32.2%
DUT|MOODYS CORP
SELL EXIT
ILMN|ILLUMINA INC COM
BUY NEW 390.6K $37M
TRU|TRANSUNION COM
BUY NEW 430.5K $36M
CCC|CCC INTELLIGENT SOLUTION HOLDINGS INC
BUY +16.11% 3.7M $33M
2025-Q2
TDG|TRANSDIGM GROUP INC
SELL -19.91% 73.8K $112M
META|META PLATFORMS INC
BUY +43.58% 110.2K $81M
CCC|CCC INTELLIGENT SOLUTION HOLDINGS INC
BUY +30.68% 3.2M $30M
2025-Q1
GOOG|ALPHABET INC
SELL -19.62% 648.9K $101M +59.7%
MSFT|MICROSOFT CORP
BUY +44.74% 403.0K $151M
TDG|TRANSDIGM GROUP INC
BUY +15.54% 92.1K $127M
AMZN|AMAZON.COM INC
SELL -8.08% 487.2K $93M +89.7%
V|VISA INC
SELL EXIT
ASML|ASML HOLDING N V
BUY NEW 79.3K $53M
LRCX|LAM RESEARCH CORP
BUY +38.07% 706.6K $51M
DUT|MOODYS CORP
SELL -21.95% 81.6K $38M
META|META PLATFORMS INC
BUY NEW 76.8K $44M
CP|CANADIAN PACIFIC KANSAS CITY
SELL EXIT +4.1%
CCC|CCC INTELLIGENT SOLUTION HOLDINGS INC
BUY NEW 2.4M $22M
2024-Q4
GOOG|ALPHABET INC
SELL -3.53% 807.3K $154M +47.9%
TDG|TRANSDIGM GROUP INC
SELL -3.53% 79.8K $101M
MSFT|MICROSOFT CORP
BUY +10.44% 278.5K $117M
AMZN|AMAZON.COM INC
SELL -11.19% 530.0K $116M +74.8%
V|VISA INC
SELL -11.06% 358.4K $113M
CHTR|CHARTER COMMUNICATIONS INC N
SELL -40.73% 160.5K $55M
DUT|MOODYS CORP
SELL -3.51% 104.6K $50M
LRCX|LAM RESEARCH CORP
BUY NEW 511.8K $37M
CP|CANADIAN PACIFIC KANSAS CITY
BUY +28.48% 404.4K $29M
UNP|UNION PAC CORP
SELL EXIT -3.8%
2024-Q3
CHTR|CHARTER COMMUNICATIONS INC N
SELL -56.86% 270.7K $88M
GOOG|ALPHABET INC
BUY +16.51% 836.9K $140M
TDG|TRANSDIGM GROUP INC
BUY +32.83% 82.7K $118M
AMZN|AMAZON.COM INC
BUY +10.13% 596.8K $111M
V|VISA INC
BUY +83.73% 403.0K $111M
MSFT|MICROSOFT CORP
BUY +10.27% 252.1K $108M
DUT|MOODYS CORP
SELL -28.12% 108.4K $51M
LRCX|LAM RESEARCH CORP
SELL EXIT +88.0%
MSCI|MSCI INC
SELL EXIT +12.6%
2024-Q2
CHTR|CHARTER COMMUNICATIONS INC N
BUY +35.93% 627.5K $188M
GOOG|ALPHABET INC
SELL -7.71% 718.3K $132M +56.7%
TDG|TRANSDIGM GROUP INC
SELL -39.39% 62.2K $80M
V|VISA INC
SELL -27.41% 219.3K $58M
DUT|MOODYS CORP
SELL -13.71% 150.8K $63M
VRSN|VERISIGN INC
SELL EXIT -11.9%
CP|CANADIAN PACIFIC KANSAS CITY
SELL -28.61% 314.7K $25M +11.0%
MSCI|MSCI INC
BUY NEW 57.9K $28M
2024-Q1
CHTR|CHARTER COMMUNICATIONS INC N
BUY +15.98% 461.6K $134M
TDG|TRANSDIGM GROUP INC
SELL -14.42% 102.7K $126M
GOOG|ALPHABET INC
BUY +8.59% 778.3K $119M
V|VISA INC
SELL -17.58% 302.2K $84M
LRCX|LAM RESEARCH CORP
SELL -15.36% 52.5K $51M +104.3%
UNP|UNION PAC CORP
BUY NEW 74.5K $18M
2023-Q4
CHTR|CHARTER COMMUNICATIONS INC N
BUY +4.27% 398.0K $155M
TDG|TRANSDIGM GROUP INC
SELL -6.99% 120.0K $121M
GOOG|ALPHABET INC
SELL -12.91% 716.7K $101M +26.0%
V|VISA INC
SELL -8.22% 366.6K $95M
AMZN|AMAZON.COM INC
SELL -24.73% 541.9K $82M +28.6%
MSFT|MICROSOFT CORP
SELL -9.73% 228.7K $86M +69.8%
DUT|MOODYS CORP
BUY +41.34% 174.8K $68M
VRSN|VERISIGN INC
BUY +50.89% 233.4K $48M
CP|CANADIAN PACIFIC KANSAS CITY
BUY NEW 440.8K $35M
KKR|KKR & CO INC
SELL EXIT +22.3%
2023-Q2
VRSN|VERISIGN INC
SELL -4.22% 154.7K $35M +9.8%
2023-Q1
V|VISA INC
SELL -14.42% 399.5K $90M
TDG|TRANSDIGM GROUP INC
SELL -11.82% 129.0K $95M
AMZN|AMAZON.COM INC
BUY +24.31% 719.9K $74M
DUT|MOODYS CORP
SELL -21.74% 123.6K $38M
VRSN|VERISIGN INC
SELL -1.52% 161.5K $34M +2.1%
KKR|KKR & CO INC
BUY NEW 493.7K $26M
2022-Q4
MSFT|MICROSOFT CORP
BUY +10.30% 253.3K $61M
AMZN|AMAZON.COM INC
BUY +23.54% 579.1K $49M
GWRE|GUIDEWIRE SOFTWARE INC
SELL EXIT -44.4%
2022-Q3
CHTR|CHARTER COMMUNICATIONS INC N
BUY +21.16% 381.7K $116M
GOOG|ALPHABET INC
BUY NEW 822.9K $79M
V|VISA INC
SELL -3.50% 466.8K $83M
TDG|TRANSDIGM GROUP INC
SELL -0.07% 146.3K $77M
MSFT|MICROSOFT CORP
SELL -11.12% 229.7K $53M +21.9%
AMZN|AMAZON.COM INC
SELL -11.21% 468.8K $53M +6.7%
DUT|MOODYS CORP
SELL -12.87% 158.0K $38M
VRSN|VERISIGN INC
SELL -17.05% 164.0K $28M -9.4%
GWRE|GUIDEWIRE SOFTWARE INC
SELL -25.61% 277.6K $17M -31.3%
LRCX|LAM RESEARCH CORP
BUY NEW 62.1K $23M
2022-Q2
CHTR|CHARTER COMMUNICATIONS INC N
SELL -0.77% 315.1K $148M
GOOG|ALPHABET INC
SELL -0.77% 46.3K $101M +62.9%
V|VISA INC
SELL -12.84% 483.7K $95M
AMZN|AMAZON.COM INC
BUY NEW 528.0K $56M
MSFT|MICROSOFT CORP
BUY +23.39% 258.4K $66M
DUT|MOODYS CORP
BUY +37.01% 181.3K $49M
META|META PLATFORMS INC
SELL EXIT -29.8%
GWRE|GUIDEWIRE SOFTWARE INC
SELL -0.77% 373.2K $26M -25.1%
VRSN|VERISIGN INC
BUY +25.51% 197.7K $33M
2021-Q4
GOOG|ALPHABET INC
SELL -4.99% 46.7K $135M +105.7%
V|VISA INC
BUY +22.11% 555.0K $120M
TDG|TRANSDIGM GROUP INC
BUY +14.02% 146.4K $93M
DUT|MOODYS CORP
SELL -47.06% 132.4K $52M
AMZN|AMAZON.COM INC
SELL -4.99% 20.8K $69M -0.8%
MSFT|MICROSOFT CORP
SELL -16.26% 209.4K $70M +58.4%
META|META PLATFORMS INC
SELL -4.99% 172.1K $58M +20.4%
GWRE|GUIDEWIRE SOFTWARE INC
SELL -4.98% 376.1K $43M +10.9%
VRSN|VERISIGN INC
SELL -4.99% 157.5K $40M +14.7%
2021-Q3
DUT|MOODYS CORP
SELL -16.28% 250.0K $89M
AMZN|AMAZON.COM INC
BUY NEW 21.9K $72M
BABA|ALIBABA GROUP HLDG LTD
SELL EXIT -22.7%
VRSN|VERISIGN INC
BUY +42.44% 165.8K $34M
LBRDA|LIBERTY BROADBAND CORP
SELL EXIT +96.9%
2021-Q2
DUT|MOODYS CORP
SELL -20.12% 298.6K $108M
TDG|TRANSDIGM GROUP INC
BUY +12.36% 128.4K $83M
META|FACEBOOK INC
BUY +21.14% 181.1K $63M
BABA|ALIBABA GROUP HLDG LTD
BUY +25.79% 170.4K $39M
LBRDA|LIBERTY BROADBAND CORP
SELL -25.31% 182.4K $32M +79.5%
2021-Q1
V|VISA INC
SELL -24.00% 454.5K $96M
LBRDA|LIBERTY BROADBAND CORP
SELL -52.82% 244.2K $37M +68.7%
META|FACEBOOK INC
BUY NEW 149.5K $44M
BABA|ALIBABA GROUP HLDG LTD
BUY NEW 135.5K $31M
2020-Q4
CHTR|CHARTER COMMUNICATIONS INC N
SELL -36.50% 317.5K $210M
DUT|MOODYS CORP
SELL -39.10% 373.8K $108M
GOOG|ALPHABET INC
SELL -45.49% 49.1K $86M +22.6%
V|VISA INC
SELL -8.00% 598.0K $131M
LBRDA|LIBERTY BROADBAND CORP
SELL -32.48% 517.6K $82M +72.9%
TDG|TRANSDIGM GROUP INC
SELL -39.94% 114.3K $71M
MSFT|MICROSOFT CORP
SELL -34.03% 250.1K $56M +2.8%
GWRE|GUIDEWIRE SOFTWARE INC
SELL -40.10% 395.8K $51M +7.0%
MA|MASTERCARD INCORPORATED
SELL EXIT
VRSN|VERISIGN INC
BUY NEW 116.4K $25M
SPGI|S&P GLOBAL INC
SELL EXIT +16.4%
2020-Q3
DUT|MOODYS CORP
SELL -5.60% 613.8K $178M
TDG|TRANSDIGM GROUP INC
SELL -16.57% 190.3K $90M
MA|MASTERCARD INCORPORATED
SELL -28.14% 199.4K $67M
MSFT|MICROSOFT CORP
BUY NEW 379.1K $80M
GWRE|GUIDEWIRE SOFTWARE INC
BUY +15.36% 660.8K $69M
2020-Q2
DUT|MOODYS CORP
SELL -22.70% 650.2K $179M
TDG|TRANSDIGM GROUP INC
SELL -18.55% 228.1K $101M
GWRE|GUIDEWIRE SOFTWARE INC
BUY +53.65% 572.8K $63M
SCHW|SCHWAB CHARLES CORP
SELL EXIT
2020-Q1
CHTR|CHARTER COMMUNICATIONS INC N
SELL -19.35% 500.0K $218M
DUT|MOODYS CORP
SELL -3.93% 841.2K $178M
TDG|TRANSDIGM GROUP INC
BUY +5.66% 280.0K $90M
SCHW|SCHWAB CHARLES CORP
SELL -84.44% 412.3K $14M
GOOG|ALPHABET INC
BUY NEW 90.1K $105M
V|VISA INC
BUY +18.18% 650.0K $105M
FOXA|FOX CORP
SELL EXIT +0.1%
MA|MASTERCARD INC
BUY +18.09% 277.5K $67M
LBTYK|LIBERTY GLOBAL PLC
SELL EXIT
GWRE|GUIDEWIRE SOFTWARE INC
BUY NEW 372.8K $30M
SPGI|S&P GLOBAL INC
BUY NEW 28.1K $7M
2019-Q4
TDG|TRANSDIGM GROUP INC
BUY +17.78% 265.0K $148M
SCHW|THE CHARLES SCHWAB CORPORATION
SELL -15.87% 2.6M $126M
V|VISA INC
SELL -9.44% 550.0K $103M
MA|MASTERCARD INCORPORATED
SELL -13.38% 235.0K $70M
2019-Q3
SCHW|THE CHARLES SCHWAB CORPORATION
BUY +19.88% 3.1M $132M
TDG|TRANSDIGM GROUP INC
BUY +6.05% 225.0K $117M
FOXA|FOX CORP
BUY +13.50% 2.0M $62M
2019-Q2
FOXA|FOX CORP
BUY NEW 1.7M $63M
VRSK|VERISK ANALYTICS INC
SELL EXIT +32.1%
2019-Q1
TDG|TRANSDIGM GROUP INC
BUY +7.44% 212.2K $96M
V|VISA INC
BUY +6.54% 607.3K $95M
SBAC|SBA COMMUNICATIONS CORP NEW
SELL EXIT
MA|MASTERCARD INCORPORATED
BUY +10.73% 271.3K $64M
VRSK|VERISK ANALYTICS INC
SELL -71.89% 104.7K $14M +16.3%
2018-Q4
DUT|MOODYS CORP
SELL -4.03% 875.6K $123M
SCHW|SCHWAB CHARLES CORP NEW
SELL -4.01% 2.6M $109M
SBAC|SBA COMMUNICATIONS CORP NEW
SELL -17.34% 557.7K $90M
TDG|TRANSDIGM GROUP INC
SELL -4.00% 197.5K $67M
LBRDA|LIBERTY BROADBAND CORP
SELL -14.82% 766.6K $55M -6.8%
V|VISA INC
BUY +14.00% 570.0K $75M
LBTYK|LIBERTY GLOBAL PLC
SELL -3.82% 1.7M $34M
VRSK|VERISK ANALYTICS INC
SELL -3.91% 372.5K $41M +9.8%
MA|MASTERCARD INCORPORATED
BUY +31.72% 245.0K $46M
2018-Q3
LBTYK|LIBERTY GLOBAL PLC
SELL -38.80% 1.7M $49M
2018-Q2
CHTR|CHARTER COMMUNICATIONS INC N
BUY +33.69% 620.0K $182M
DUT|MOODYS CORP
SELL -11.77% 912.4K $156M
SCHW|SCHWAB CHARLES CORP NEW
SELL -0.01% 2.7M $140M
TDG|TRANSDIGM GROUP INC
SELL -14.65% 205.7K $71M
LBRDA|LIBERTY BROADBAND CORP
BUY +13.31% 900.0K $68M
VRSK|VERISK ANALYTICS INC
BUY NEW 387.6K $42M
2018-Q1
CHTR|CHARTER COMMUNICATIONS INC N
SELL -23.47% 463.8K $144M
SCHW|SCHWAB CHARLES CORP NEW
BUY +9.50% 2.7M $143M
TDG|TRANSDIGM GROUP INC
SELL -38.21% 241.0K $74M
LBRDA|LIBERTY BROADBAND CORP
BUY NEW 794.3K $68M

Closed Positions for Triple Frond Partners

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
CP|CANADIAN PACIFIC KANSAS CITY
2023-Q4 → 2025-Q1 (1.2y) $39.0M $41.1M $+2.1M +5.5% +4.4%
UNP|UNION PAC CORP
2024-Q1 → 2024-Q4 (0.7y) $18.4M $17.6M $-703.3K -3.8% -5.1%
MSCI|MSCI INC
2024-Q2 → 2024-Q3 (0.2y) $28.4M $31.9M $+3.6M +12.6% +12.6%
LRCX|LAM RESEARCH CORP
2022-Q3 → 2024-Q3 (2.0y) $2.8M $5.3M $+2.5M +90.5% +38.2%
VRSN|VERISIGN INC
2020-Q4 → 2024-Q2 (3.5y) $57.8M $51.9M $-5.9M -10.2% -3.0%
KKR|KKR & CO INC
2023-Q1 → 2023-Q4 (0.7y) $26.7M $32.6M $+5.9M +22.3% +30.9%
GWRE|GUIDEWIRE SOFTWARE INC
2020-Q1 → 2022-Q4 (2.7y) $70.6M $56.3M $-14.3M -20.2% -7.9%
META|META PLATFORMS INC
2021-Q1 → 2022-Q2 (1.2y) $50.1M $36.4M $-13.7M -27.3% -22.6%
LBRDA|LIBERTY BROADBAND CORP
2018-Q1 → 2021-Q3 (3.5y) $74.0M $122.1M $+48.2M +65.1% +15.5%
BABA|ALIBABA GROUP HLDG LTD
2021-Q1 → 2021-Q3 (0.5y) $40.3M $31.1M $-9.1M -22.7% -40.3%
SPGI|S&P GLOBAL INC
2020-Q1 → 2020-Q4 (0.7y) $8.1M $9.5M $+1.3M +16.4% +22.6%
FOXA|FOX CORP
2019-Q2 → 2020-Q1 (0.7y) $71.8M $71.9M $+111.2K +0.1% +0.2%
VRSK|VERISK ANALYTICS INC
2018-Q2 → 2019-Q2 (1.0y) $41.3M $49.7M $+8.4M +20.3% +20.4%