Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners 13F holdings
Triple Frond Partners's Portfolio
- Portfolio value:
- $806.31M≈
- # of securities:
- 11
- Reported for:
- 31 Mar 2021 (Q1)
- Latest filing date:
- 13 May 2021
What stocks did Triple Frond Partners own in 2021 Q1?
What was Triple Frond Partners's 2021 Q1 portfolio?
Triple Frond Partners has disclosed a total of 11 security holdings in their (2021 Q1) SEC 13F filing(s) with portfolio value of $806,308,000.
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 (2021 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
11 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
|
24.30%
|
317,529
|
$617.02
|
-80.00%($123.43)
|
$195,922,000
|
2014 Q4
|
≈ 6.50 years
|
Common Stock
|
|
|
|
|
|
Moodys Corp
|
13.84%
|
373,828
|
$298.61
|
+58.24%($472.53)
|
$111,629,000
|
2015 Q2
|
≈ 6.00 years
|
Common Stock
|
|
|
|
|
|
Alphabet Inc, CL-C
|
12.60%
|
982,400
|
$103.43
|
+208.55%($319.14)
|
$101,611,000
|
2020 Q1
|
≈ 1.25 years
|
Common Stock
|
|
|
|
|
|
Visa Inc, CL-A
|
11.93%
|
454,500
|
$211.73
|
+66.92%($353.42)
|
$96,232,000
|
2016 Q1
|
≈ 5.25 years
|
Common Stock
|
-24.00% (-143.5K)
|
-3.71%
|
|
|
|
Transdigm Group Incorporated
|
8.33%
|
114,274
|
$587.92
|
+110.37%($1,236.78)
|
$67,184,000
|
2015 Q1
|
≈ 6.25 years
|
Common Stock
|
|
|
|
|
|
Microsoft Corp
|
7.31%
|
250,050
|
$235.77
|
+63.10%($384.54)
|
$58,954,000
|
2020 Q3
|
≈ 0.75 years
|
Common Stock
|
|
|
|
|
|
Meta Platforms Inc
|
5.46%
|
149,500
|
$294.53
|
+104.36%($601.91)
|
$44,032,000
|
2021 Q1
|
≈ 0.25 years
|
Common Stock
|
new
|
+5.46%
|
|
|
|
Guidewire Software Inc
|
4.99%
|
395,800
|
$101.63
|
+35.27%($137.48)
|
$40,225,000
|
2020 Q1
|
≈ 1.25 years
|
Common Stock
|
|
|
|
|
|
Liberty Broadband Srs C
|
4.55%
|
244,179
|
$150.15
|
-80.63%($29.08)
|
$36,663,000
|
2018 Q1
|
≈ 3.25 years
|
Common Stock
|
-52.82% (-273.4K)
|
-5.01%
|
|
|
|
Alibaba Group Holding Ltd
|
3.81%
|
135,500
|
$226.73
|
-50.29%($112.70)
|
$30,722,000
|
2021 Q1
|
≈ 0.25 years
|
Depositary Receipt
|
new
|
+3.81%
|
|
Completely sold out
* 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.