Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners 13F holdings
Triple Frond Partners's Portfolio
- Portfolio value:
- $1.04B≈
- # of securities:
- 9
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 13 Aug 2020
What stocks did Triple Frond Partners own in 2020 Q2?
What was Triple Frond Partners's 2020 Q2 portfolio?
Triple Frond Partners has disclosed a total of 9 security holdings in their (2020 Q2) SEC 13F filing(s) with portfolio value of $1,037,282,000.
Triple Frond Partners's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Triple Frond Partners's original 13F reports (2020 Q2) are the official SEC institutional disclosure documents covering all reported equity positions.
9 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Charter Communications Inc
|
24.59%
|
$510.04
|
-75.80%($123.43)
|
2014 Q4
|
≈ 5.75 years
|
Common Stock
|
|
||||
|
|
Moodys Corp
|
17.22%
|
$274.73
|
+72.00%($472.53)
|
2015 Q2
|
≈ 5.25 years
|
Common Stock
|
-22.70% (-191K)
|
||||
|
|
Alphabet Inc, CL-C
|
12.28%
|
$70.68
|
+351.52%($319.14)
|
2020 Q1
|
≈ 0.50 years
|
Common Stock
|
|
||||
|
|
Visa Inc, CL-A
|
12.10%
|
$193.17
|
+82.96%($353.42)
|
2016 Q1
|
≈ 4.50 years
|
Common Stock
|
|
||||
|
|
Transdigm Group Incorporated
|
9.72%
|
$442.05
|
+179.78%($1,236.78)
|
2015 Q1
|
≈ 5.50 years
|
Common Stock
|
-18.54% (-51.93K)
|
||||
|
|
Liberty Broadband Srs C
|
9.16%
|
$123.96
|
-76.54%($29.08)
|
2018 Q1
|
≈ 2.50 years
|
Common Stock
|
|
||||
|
|
Mastercard Inc
|
7.91%
|
$295.70
|
+80.84%($534.74)
|
2016 Q4
|
≈ 3.75 years
|
Common Stock
|
|
||||
|
|
Guidewire Software Inc
|
6.12%
|
$110.85
|
+24.02%($137.48)
|
2020 Q1
|
≈ 0.50 years
|
Common Stock
|
+53.65% (+200K)
|
||||
|
|
S&P Global Inc
|
0.89%
|
$329.47
|
+28.99%($424.98)
|
2020 Q1
|
≈ 0.50 years
|
Common Stock
|
|
||||
Completely sold out
1 result
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Charles Schwab Corp
|
2013 Q2 or earlier
|
≈ 7.00+ years
|
|||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.