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 (2020 Q1) SEC 13F filing(s) with portfolio value of $897,484,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Mar 2020, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (24.31%), (MCO) MOODY'S CORP (19.82%), (GOOG) ALPHABET INC-CL C (11.68%), (V) VISA INC-CLASS A SHARES (11.67%) and (TDG) TRANSDIGM GROUP INC (9.99%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2020 Q1" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2020 Q1), please click on the "important" button.

Portfolio value: $897M+
Period: 2020 Q1
Number of stock: 10
Update: 06 May 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
11.68%
1,189,583
$58.14
184.30% $165.29
$69,162,719
buy
+11.68%
CHTR
CHARTER COMMUNICATIONS INC-A
24.31%
500,029
$436.31
25.23% $326.22
$218,168,000
-19.35% (-120,000)
-5.83%
GWRE
GUIDEWIRE SOFTWARE INC
3.29%
372,800
$79.31
124.40% $177.97
$29,567,000
buy
+3.29%
LBRDK
LIBERTY BROADBAND-C
9.46%
766,579
$110.72
29.43% $78.14
$84,876,000
MA
MASTERCARD INC - A
7.47%
178,987
$241.56
104.35% $493.64
$43,236,285
+18.09% (+27,412)
+1.14%
MCO
MOODY'S CORP
19.82%
841,228
$211.50
123.87% $473.49
$177,920,000
-3.93% (-34,400)
-0.81%
SPGI
S&P GLOBAL INC
0.77%
28,100
$245.05
109.23% $512.72
$6,886,000
buy
+0.77%
SCHW
SCHWAB (CHARLES) CORP
1.54%
412,300
$33.62
91.62% $64.42
$13,861,000
-84.44% (-2,237,700)
-8.38%
TDG
TRANSDIGM GROUP INC
9.99%
176,400
$320.19
338.14% $1,402.88
$56,481,390
+5.66% (+9,450)
+0.54%
V
VISA INC-CLASS A SHARES
11.67%
650,000
$161.12
70.79% $275.17
$104,728,000
+18.18% (+100,000)
+1.80%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
FOXA
FOX CORP - CLASS A
1,962,000
-8.10%
LBTYK
LIBERTY GLOBAL PLC- C
1,668,979
-4.05%

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.