Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $817.58M≈ (-$144M≈)
- Previous value:
- $962.01M≈
- # of changes:
- 9
- New positions:
- 0
- Reported for:
- 31 Dec 2018 (Q4)
- Latest filing date:
- 14 Feb 2019
Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 7 position(s).
What did Triple Frond Partners invest in during 2018 Q4?
9 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Mastercard Inc
|
+31.72%
|
$188.65
|
+203.43%($572.42)
|
5.65%
|
2016 Q4
|
≈ 2.25 years
|
||||
|
|
Visa Inc, CL-A
|
+14.00%
|
$131.94
|
+180.67%($370.32)
|
9.20%
|
2016 Q1
|
≈ 3.00 years
|
||||
|
|
Liberty Global PLC, CL-C
|
-3.82%
|
$20.64
|
-49.39%($10.44)
|
4.21%
|
2014 Q4
|
≈ 4.25 years
|
||||
|
|
Verisk Analytics Inc
|
-3.91%
|
$109.04
|
+76.01%($191.92)
|
4.97%
|
2018 Q2
|
≈ 0.75 years
|
||||
|
|
Transdigm Group Incorporated
|
-4.00%
|
$340.06
|
+270.71%($1,260.64)
|
8.21%
|
2015 Q1
|
≈ 4.00 years
|
||||
|
|
Charles Schwab Corp
|
-4.01%
|
$41.53
|
+156.95%($106.71)
|
13.35%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
Moodys Corp
|
-4.03%
|
$140.04
|
+245.04%($483.19)
|
15.00%
|
2015 Q2
|
≈ 3.75 years
|
||||
|
|
Liberty Broadband Srs C
|
-14.82%
|
$72.03
|
-50.76%($35.47)
|
6.75%
|
2018 Q1
|
≈ 1.00 year
|
||||
|
|
SBA Communications Corp
|
-17.34%
|
$161.89
|
+14.54%($185.43)
|
11.04%
|
2015 Q4
|
≈ 3.25 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.