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 10 security holdings in their (2018 Q3) SEC 13F filing(s) with portfolio value of $962,013,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2018, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (21.00%), (MCO) MOODY'S CORP (15.86%), (SCHW) SCHWAB (CHARLES) CORP (13.98%), (SBAC) SBA COMMUNICATIONS CORP NEW CL-A (11.27%) and (TDG) TRANSDIGM GROUP INC (7.96%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2018 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2018 Q3), please click on the "important" button.

Portfolio value: $962M+
Period: 2018 Q3
Number of stock: 10
Update: 07 Nov 2018
CHTR
21.00%
620,029
$325.88
19.00% $387.79
$202,055,000
LBRDK
7.89%
900,000
$84.30
3.96% $87.64
$75,870,000
LBTYK
5.08%
1,639,889
$28.16
55.40% $12.56
$46,179,315
-38.80% (-1,039,500)
-3.22%
MA
4.30%
186,000
$222.61
133.70% $520.24
$41,406,000
MCO
15.86%
848,521
$167.20
181.59% $470.82
$141,872,430
SBAC
11.27%
674,676
$160.63
37.44% $220.77
$108,373,000
SCHW
13.98%
2,737,265
$49.15
63.32% $80.27
$134,537,000
TDG
7.96%
188,213
$372.30
236.27% $1,251.93
$70,071,615
VRSK
4.86%
387,627
$120.55
133.75% $281.78
$46,728,000
V
7.80%
500,000
$150.09
107.75% $311.81
$75,045,000
10 of 10

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.