Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Stuart Mclaughlin

Triple Frond Partners

Triple Frond Partners Portfolio 13F

Triple Frond Partners Holdings Activity

Portfolio value:
$988.94M≈ (+$123M≈)
Previous value:
$865.73M≈
# of changes:
2
New positions:
1
Reported for:
30 Jun 2019 (Q2)
Latest filing date:
13 Aug 2019
Triple Frond Partners has disclosed a total of 2 changes to the portfolio in the (2019 Q2) SEC report(s): bought 1 totally new and completely sold out 1 position(s).

What stocks did Triple Frond Partners buy in 2019 Q2?

During 2019 Q2 Triple Frond Partners has bought (FOXA) Fox Corp, CL-A (new buy).

What did Triple Frond Partners invest in during 2019 Q2?

Triple Frond Partners's top 5 holdings (by % of portfolio) were (CHTR) Charter Communications Inc (24.78%), (MCO) Moodys Corp (17.29%), (SCHW) Charles Schwab Corp (10.68%), (V) Visa Inc, CL-A (10.66%) and (TDG) Transdigm Group Incorporated (10.38%).
In the 2019 Q2 report(s) no changes have been made to any of these investments.
* 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.