Triple Frond Partners

Triple Frond Partners as of March 31, 2016

Portfolio Holdings for Triple Frond Partners

Triple Frond Partners holds 8 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Liberty Global Inc C 15.6 $96M 2.6M 37.56
Charter Communications 14.8 $91M 450k 202.43
Moody's Corporation (MCO) 13.8 $85M 875k 96.56
Charles Schwab Corporation (SCHW) 13.7 $84M 3.0M 28.02
TransDigm Group Incorporated (TDG) 13.5 $83M 375k 220.34
DaVita (DVA) 10.2 $62M 850k 73.38
SBA Communications Corporation 9.8 $60M 600k 100.17
Visa (V) 8.7 $54M 700k 76.48