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 9 security holdings in their (2019 Q2) SEC 13F filing(s) with portfolio value of $988,943,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Jun 2019, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (24.78%), (MCO) MOODY'S CORP (17.29%), (SCHW) SCHWAB (CHARLES) CORP (10.68%), (V) VISA INC-CLASS A SHARES (10.66%) and (TDG) TRANSDIGM GROUP INC (10.38%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2019 Q2" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2019 Q2), please click on the "important" button.

Portfolio value: $988M+
Period: 2019 Q2
Number of stock: 9
Update: 13 Aug 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CHTR
CHARTER COMMUNICATIONS INC-A
24.78%
620,029
$395.18
2.57% $385.02
$245,023,000
FOXA
FOX CORP - CLASS A
6.40%
1,728,594
$36.63
23.89% $45.38
$63,318,000
buy
+6.40%
LBRDK
LIBERTY BROADBAND-C
8.08%
766,579
$104.22
16.28% $87.25
$79,893,000
LBTYK
LIBERTY GLOBAL PLC- C
4.48%
1,668,979
$26.53
53.68% $12.29
$44,278,000
MA
MASTERCARD INC - A
7.26%
271,300
$264.53
97.19% $521.63
$71,767,000
MCO
MOODY'S CORP
17.29%
875,628
$195.31
141.64% $471.94
$171,019,000
SCHW
SCHWAB (CHARLES) CORP
10.68%
2,627,611
$40.19
102.51% $81.39
$105,604,000
TDG
TRANSDIGM GROUP INC
10.38%
212,162
$483.80
158.86% $1,252.35
$102,644,000
V
VISA INC-CLASS A SHARES
10.66%
607,300
$173.55
79.87% $312.16
$105,397,000
9 of 9

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
VRSK
VERISK ANALYTICS INC
104,718
-1.41%

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.