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 (2020 Q4) SEC 13F filing(s) with portfolio value of $819,856,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Dec 2020, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (25.62%), (V) VISA INC-CLASS A SHARES (15.95%), (MCO) MOODY'S CORP (13.23%), (GOOG) ALPHABET INC-CL C (10.50%) and (LBRDK) LIBERTY BROADBAND-C (10.00%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2020 Q4" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2020 Q4), please click on the "important" button.

Portfolio value: $819M+
Period: 2020 Q4
Number of stock: 9
Update: 12 Feb 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
10.50%
982,400
$87.59
88.70% $165.29
$86,052,000
-45.49% (-820,000)
-8.76%
CHTR
CHARTER COMMUNICATIONS INC-A
25.62%
317,529
$661.55
50.69% $326.22
$210,061,000
-36.50% (-182,500)
-14.73%
GWRE
GUIDEWIRE SOFTWARE INC
6.21%
395,800
$128.73
38.25% $177.97
$50,951,000
-40.10% (-265,000)
-4.16%
LBRDK
LIBERTY BROADBAND-C
10.00%
517,579
$158.37
50.66% $78.14
$81,969,000
-32.48% (-249,000)
-4.81%
MSFT
MICROSOFT CORP
6.78%
250,050
$222.42
92.44% $428.02
$55,616,000
-34.03% (-129,000)
-3.50%
MCO
MOODY'S CORP
13.23%
373,828
$290.24
63.14% $473.49
$108,500,000
-39.10% (-240,000)
-8.50%
TDG
TRANSDIGM GROUP INC
8.63%
114,274
$618.85
126.69% $1,402.88
$70,719,000
-39.94% (-76,000)
-5.74%
VRSN
VERISIGN INC
3.07%
116,390
$216.40
11.90% $190.64
$25,187,000
buy
+3.07%
V
VISA INC-CLASS A SHARES
15.95%
598,000
$218.73
25.80% $275.17
$130,801,000
-8.00% (-52,000)
-1.39%
9 of 9

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
MA
MASTERCARD INC - A
199,425
-8.23%
SPGI
S&P GLOBAL INC
28,100
-1.24%

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.