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 8 security holdings in their (2017 Q4) SEC 13F filing(s) with portfolio value of $883,094,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Dec 2017, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (23.06%), (MCO) MOODY'S CORP (17.28%), (SCHW) SCHWAB (CHARLES) CORP (14.54%), (SBAC) SBA COMMUNICATIONS CORP NEW CL-A (12.48%) and (TDG) TRANSDIGM GROUP INC (12.13%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2017 Q4" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2017 Q4), please click on the "important" button.

Portfolio value: $883M+
Period: 2017 Q4
Number of stock: 8
Update: 12 Feb 2018
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CHTR
CHARTER COMMUNICATIONS INC-A
23.06%
351,496
$335.96
14.55% $384.84
$118,089,160
+55.14% (+124,932)
+8.19%
LBTYK
LIBERTY GLOBAL PLC- C
10.87%
2,835,333
$33.84
61.85% $12.91
$95,948,000
-14.94% (-498,000)
-1.91%
MA
MASTERCARD INC - A
3.19%
186,000
$151.36
243.19% $519.46
$28,153,000
MCO
MOODY'S CORP
17.28%
1,034,075
$147.61
217.58% $468.78
$152,640,000
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
12.48%
381,191
$163.36
34.35% $219.47
$62,271,474
-18.19% (-84,749)
-2.77%
SCHW
SCHWAB (CHARLES) CORP
14.54%
2,500,000
$51.37
56.10% $80.19
$128,425,000
TDG
TRANSDIGM GROUP INC
12.13%
389,998
$274.62
355.40% $1,250.62
$107,101,000
-18.75% (-90,000)
-2.80%
V
VISA INC-CLASS A SHARES
6.46%
275,000
$114.02
173.50% $311.85
$31,355,500
8 of 8

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.