Triple Frond Partners

Triple Frond Partners as of Sept. 30, 2015

Portfolio Holdings for Triple Frond Partners

Triple Frond Partners holds 7 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charles Schwab Corporation (SCHW) 18.1 $86M 3.0M 28.56
Charter Communications 16.7 $79M 450k 175.85
Liberty Global Inc C 15.6 $74M 1.8M 41.02
TransDigm Group Incorporated (TDG) 14.6 $69M 325k 212.41
Moody's Corporation (MCO) 13.0 $61M 625k 98.20
DaVita (DVA) 11.5 $54M 750k 72.33
Progressive Corporation (PGR) 10.4 $49M 1.6M 30.64