Triple Frond Fund Update
1.Triple Frond is one of my favourite funds to follow. They’ve just sold Moody’s and bought Illumina and TransUnion.
$ASML Holding NV(ASML)$ $CCC Intelligent Solutions Holdings Inc.(CCC)$ $Amazon.com(AMZN)$ $Illumina(ILMN)$ $TransUnion(TRU)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $TransDigm(TDG)$ $Lam Research(LRCX)$ $Moody's(MCO)$
2.Here's a list of the main concentrated fund managers (<14 positions) sorted by portfolio size. Chris Hohn and Bill Ackman are leading the pack.
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