Triple Frond Partners

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

  • Top 5 stock holdings are SCHW, Liberty Global Inc C, CHTR, TDG, MCO. These five stock positions account for 77.20% of Triple Frond Partners's total stock portfolio.
  • Added to shares of these 5 stocks: SBAC (+$52.53M), DVA (+$17.43M), Liberty Global Inc C (+$10.19M), MCO (+$10.03M), TDG.
  • Started 1 new stock positions in SBAC.
  • Reduced shares in these 1 stocks: PGR (-$49.33M).
  • Sold out of its positions in PGR.
  • As of Dec. 31, 2015, Triple Frond Partners has $536.11M in assets under management (AUM). Assets under management grew from a total value of $472.63M to $536.11M.
  • Independent of market fluctuations, Triple Frond Partners was a net buyer by $42.97M worth of stocks in the most recent quarter.

Triple Frond Partners portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHW Charles Schwab Corporation 18.43 3000000 32.93 30.86
Liberty Global Inc C 15.59 +13.00% 2050000 40.77 0.00
CHTR Charter Communications 15.37 450000 183.10 181.25
TDG TransDigm Group Incorporated 14.24 +2.00% 334243 228.45 214.68
MCO Moody's Corporation 13.57 +16.00% 725000 100.34 95.46
DVA DaVita 13.00 +33.00% 1000000 69.71 78.60
SBAC SBA Communications Corporation 9.80 NEW 500000 105.07 120.39

Past 13F-HR SEC Filings for Triple Frond Partners

View All Filings for Triple Frond Partners