Triple Frond Partners

Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHW, CHTR, Liberty Global Inc C, TDG, MCO. These five stock positions account for 78.08% of Triple Frond Partners's total stock portfolio.
  • Added to shares of these 6 stocks: TDG (+$69.03M), MCO (+$61.38M), CHTR (+$38.69M), Liberty Global Inc C (+$32.82M), DVA (+$14.47M), SCHW (+$14.28M).
  • Started 2 new stock positions in TDG, MCO.
  • Reduced shares in these 1 stocks: CCL (-$34.00M).
  • Sold out of its positions in CCL.
  • As of Sept. 30, 2015, Triple Frond Partners has $472.63M in assets under management (AUM). Assets under management grew from a total value of $281.22M to $472.63M.
  • Independent of market fluctuations, Triple Frond Partners was a net buyer by $196.66M worth of stocks in the most recent quarter.

Triple Frond Partners portfolio companies for September 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHW Charles Schwab Corporation 18.13 +20.00% 3000000 28.56 30.86
CHTR Charter Communications 16.74 +95.00% 450000 175.85 181.25
Liberty Global Inc C 15.62 +80.00% 1800000 41.02 0.00
TDG TransDigm Group Incorporated 14.61 NEW 325000 212.41 214.68
MCO Moody's Corporation 12.99 NEW 625000 98.20 95.46
DVA DaVita 11.48 +36.00% 750000 72.33 78.60
PGR Progressive Corporation 10.44 1610000 30.64 26.15

Past 13F-HR SEC Filings for Triple Frond Partners

View All Filings for Triple Frond Partners