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 Q4) SEC 13F filing(s) with portfolio value of $817,576,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Dec 2018, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (21.61%), (MCO) MOODY'S CORP (15.00%), (SCHW) SCHWAB (CHARLES) CORP (13.35%), (SBAC) SBA COMMUNICATIONS CORP NEW CL-A (11.04%) and (V) VISA INC-CLASS A SHARES (9.20%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2018 Q4" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2018 Q4), please click on the "important" button.

Portfolio value: $817M+
Period: 2018 Q4
Number of stock: 10
Update: 14 Feb 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CHTR
CHARTER COMMUNICATIONS INC-A
21.61%
620,029
$284.97
35.75% $386.84
$176,690,000
LBRDK
LIBERTY BROADBAND-C
6.75%
766,579
$72.03
21.70% $87.66
$55,216,000
-14.82% (-133,421)
-1.18%
LBTYK
LIBERTY GLOBAL PLC- C
4.21%
1,668,979
$20.64
39.29% $12.53
$34,448,000
-3.82% (-66,354)
-0.17%
MA
MASTERCARD INC - A
5.65%
245,000
$188.65
176.37% $521.37
$46,219,000
+31.72% (+59,000)
+1.36%
MCO
MOODY'S CORP
15.00%
875,628
$140.04
236.69% $471.50
$122,623,000
-4.03% (-36,761)
-0.63%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
11.04%
557,690
$161.89
37.17% $222.06
$90,284,000
-17.34% (-116,986)
-2.32%
SCHW
SCHWAB (CHARLES) CORP
13.35%
2,627,611
$41.53
94.29% $80.69
$109,125,000
-4.01% (-109,654)
-0.56%
TDG
TRANSDIGM GROUP INC
8.21%
197,462
$340.06
268.78% $1,254.08
$67,149,000
-4.00% (-8,236)
-0.34%
VRSK
VERISK ANALYTICS INC
4.97%
372,485
$109.04
158.24% $281.59
$40,616,000
-3.91% (-15,142)
-0.20%
V
VISA INC-CLASS A SHARES
9.20%
570,000
$131.94
136.30% $311.78
$75,206,000
+14.00% (+70,000)
+1.13%
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.