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 Q3) SEC 13F filing(s) with portfolio value of $1,043,750,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2019, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (24.48%), (MCO) MOODY'S CORP (17.18%), (SCHW) SCHWAB (CHARLES) CORP (12.62%), (TDG) TRANSDIGM GROUP INC (11.22%) and (V) VISA INC-CLASS A SHARES (10.01%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2019 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2019 Q3), please click on the "important" button.

Portfolio value: $1,043M+
Period: 2019 Q3
Number of stock: 9
Update: 12 Nov 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CHTR
CHARTER COMMUNICATIONS INC-A
24.48%
465,021
$412.12
20.84% $326.22
$191,644,500
FOXA
FOX CORP - CLASS A
5.93%
1,962,000
$31.54
34.04% $42.27
$61,872,000
+13.50% (+233,406)
+0.71%
LBRDK
LIBERTY BROADBAND-C
7.69%
766,579
$104.67
25.35% $78.14
$80,238,000
LBTYK
LIBERTY GLOBAL PLC- C
3.80%
1,668,979
$23.79
8.49% $21.77
$39,705,000
MA
MASTERCARD INC - A
7.06%
271,300
$271.57
81.77% $493.64
$73,677,000
MCO
MOODY'S CORP
17.18%
643,586
$204.83
131.16% $473.49
$131,825,925
SCHW
SCHWAB (CHARLES) CORP
12.62%
3,150,000
$41.83
54.01% $64.42
$131,764,000
+19.88% (+522,389)
+2.09%
TDG
TRANSDIGM GROUP INC
11.22%
225,000
$520.67
169.44% $1,402.88
$117,151,000
+6.05% (+12,838)
+0.64%
V
VISA INC-CLASS A SHARES
10.01%
437,256
$172.01
59.97% $275.17
$75,212,640
9 of 9

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.