Triple Frond Partners as of March 31, 2015
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 6 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communication Inc D Cl A New | 22.0 | $77M | 400k | 193.11 | |
| Charles Schwab Corporation (SCHW) | 21.6 | $76M | 2.5M | 30.44 | |
| TransDigm Group Incorporated (TDG) | 17.1 | $60M | 275k | 218.72 | |
| Liberty Global SHS CL C | 14.2 | $50M | 1.0M | 49.81 | |
| DaVita (DVA) | 12.7 | $45M | 550k | 81.28 | |
| Progressive Corporation (PGR) | 12.4 | $44M | 1.6M | 27.20 |
