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Triple Frond Partners LLCvsWallace Weitz

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Triple Frond Partners LLC
Triple Frond Partners LLC
AUM
$962M
Positions
12
Shared %
50.7%
Whale B
Wallace Weitz
Weitz Investment Management, Inc.
AUM
$1.7B
Positions
44
Shared %
18.0%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockTriple weightWallace weightTriple valueWallace value
MSFT · Microsoft Corp.17.7%4.2%$170M$71M
GOOG · Alphabet Inc.11.5%6.5%$111M$109M
AMZN · Amazon Com Inc.11.5%3.0%$110M$51M
META · Meta Platforms, Inc.6.7%4.3%$64M$72M
CHTR · Charter Communications Inc. N3.3%0.0%$32M$136K
Unique to Triple Frond Partners LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
TDG · Transdigm Group Inc.14.4%$138M
ASML · Asml Holding N.V.11.9%$114M
LRCX · Lam Research Corp.5.3%$51M
ILMN · Illumina Inc.5.1%$49M
TRU · Transunion4.9%$47M
CCC · Ccc Intelligent Solutions Hl4.0%$38M
LYV · Live Nation Entertainment In3.8%$36M
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-B · Berkshire Hathaway Inc. Del8.5%$144M
DHR · Danaher Corporation7.0%$118M
V · Visa, Inc.5.6%$95M
MA · Mastercard Inc.5.3%$89M
TMO · Thermo Fisher Scientific Inc.4.6%$78M
AON · Aon Plc4.6%$77M
IEX · Idex Corp.4.1%$70M
VMC · Vulcan Matls Co.3.6%$60M
CSGP · Costar Group Inc.2.9%$48M
TECH · Bio-Techne Corp.2.8%$47M
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★ WatchlistData from SEC EDGAR · whalstreet.com