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 |