Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 7 security holdings in their (2015 Q4) SEC 13F filing(s) with portfolio value of $536,114,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Dec 2015, the top 5 holdings are (SCHW) SCHWAB (CHARLES) CORP (18.43%), (LBTYK) LIBERTY GLOBAL PLC- C (15.59%), (9876540D) FORMER CHARTER COMMUNICATION (15.37%), (TDG) TRANSDIGM GROUP INC (14.24%) and (MCO) MOODY'S CORP (13.57%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2015 Q4" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2015 Q4), please click on the "important" button.

Portfolio value: $536M+
Period: 2015 Q4
Number of stock: 7
Update: 12 Feb 2016
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
DVA
DAVITA INC
13.00%
1,000,000
$69.71
135.16% $163.93
$69,710,000
+33.33% (+250,000)
+3.25%
9876540D
FORMER CHARTER COMMUNICATION
15.37%
416,250
$183.10
-
$76,215,375
LBTYK
LIBERTY GLOBAL PLC- C
15.59%
2,050,000
$40.77
47.00% $21.61
$83,579,000
+13.89% (+250,000)
+1.90%
MCO
MOODY'S CORP
13.57%
725,000
$100.34
372.98% $474.59
$72,747,000
+16.00% (+100,000)
+1.87%
SBAC
SBA COMMUNICATIONS CORP
9.80%
455,000
$105.07
129.09% $240.70
$47,806,850
buy
+9.80%
SCHW
SCHWAB (CHARLES) CORP
18.43%
3,000,000
$32.93
96.81% $64.81
$98,790,000
TDG
TRANSDIGM GROUP INC
14.24%
334,243
$228.45
524.70% $1,427.13
$76,358,000
+2.84% (+9,243)
+0.39%
7 of 7

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
PGR
PROGRESSIVE CORP
1,610,000
-9.20%

Shares, change to shares, sold shares - 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.