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 Q3) SEC 13F filing(s) with portfolio value of $1,178,651,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2020, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (26.49%), (MCO) MOODY'S CORP (15.10%), (GOOG) ALPHABET INC-CL C (11.24%), (V) VISA INC-CLASS A SHARES (11.03%) and (LBRDK) LIBERTY BROADBAND-C (9.29%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2020 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2020 Q3), please click on the "important" button.

Portfolio value: $1,178M+
Period: 2020 Q3
Number of stock: 10
Update: 13 Nov 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
11.24%
1,802,400
$73.48
140.61% $176.80
$132,440,000
CHTR
CHARTER COMMUNICATIONS INC-A
26.49%
277,516
$624.34
38.33% $385.02
$173,264,339
GWRE
GUIDEWIRE SOFTWARE INC
5.85%
660,800
$104.27
86.09% $194.04
$68,902,000
+15.36% (+88,000)
+0.78%
LBRDK
LIBERTY BROADBAND-C
9.29%
436,950
$142.87
38.93% $87.25
$62,426,970
MA
MASTERCARD INC - A
5.72%
199,425
$338.17
54.25% $521.63
$67,439,000
-28.14% (-78,075)
-2.24%
MSFT
MICROSOFT CORP
6.76%
379,050
$210.33
97.67% $415.76
$79,726,000
buy
+6.76%
MCO
MOODY'S CORP
15.10%
331,467
$289.85
62.82% $471.94
$96,075,720
-5.60% (-19,656)
-0.90%
SPGI
S&P GLOBAL INC
0.86%
28,100
$360.61
39.49% $503.00
$10,133,000
TDG
TRANSDIGM GROUP INC
7.67%
190,274
$475.12
163.59% $1,252.35
$90,403,000
-16.57% (-37,800)
-1.52%
V
VISA INC-CLASS A SHARES
11.03%
650,000
$199.97
56.10% $312.16
$129,981,000
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.