Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $614.06M≈ (+$78M≈)
- Previous value:
- $536.11M≈
- # of changes:
- 6
- New positions:
- 1
- Reported for:
- 31 Mar 2016 (Q1)
- Latest filing date:
- 13 May 2016
Triple Frond Partners has disclosed a total of 6 changes to the portfolio in the (2016 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 1 position(s).
What stocks did Triple Frond Partners buy in 2016 Q1?
During 2016 Q1 Triple Frond Partners has purchased 5 securities: (LBTYK) Liberty Global PLC, CL-C (added shares +24.39%), (MCO) Moodys Corp (added shares +20.69%), (TDG) Transdigm Group Incorporated (added shares +12.19%), (SBAC) SBA Communications Corp (added shares +20.00%) and (V) Visa Inc, CL-A (new buy).
What did Triple Frond Partners invest in during 2016 Q1?
6 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Visa Inc, CL-A
|
new
|
$76.48
|
+383.27%($369.60)
|
8.72%
|
2016 Q1
|
≈ 0.25 years
|
||||
|
|
Liberty Global PLC, CL-C
|
+24.39%
|
$37.56
|
-72.67%($10.26)
|
15.60%
|
2014 Q4
|
≈ 1.50 years
|
||||
|
|
Moodys Corp
|
+20.69%
|
$96.56
|
+404.79%($487.42)
|
13.76%
|
2015 Q2
|
≈ 1.00 year
|
||||
|
|
SBA Communications Corp
|
+20.00%
|
$100.17
|
+73.12%($173.41)
|
9.79%
|
2015 Q4
|
≈ 0.50 years
|
||||
|
|
Transdigm Group Incorporated
|
+12.19%
|
$220.34
|
+462.77%($1,240.01)
|
13.46%
|
2015 Q1
|
≈ 1.25 years
|
||||
|
|
DaVita HealthCare Partners Inc
|
-15.00%
|
$73.38
|
+152.91%($185.58)
|
10.16%
|
2014 Q3
|
≈ 1.75 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.