Triple Frond Partners as of March 31, 2021
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 24.3 | $196M | 318k | 617.02 | |
| Moody's Corporation (MCO) | 13.8 | $112M | 374k | 298.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.6 | $102M | 49k | 2068.63 | |
| Visa Com Cl A (V) | 11.9 | $96M | 455k | 211.73 | |
| TransDigm Group Incorporated (TDG) | 8.3 | $67M | 114k | 587.92 | |
| Microsoft Corporation (MSFT) | 7.3 | $59M | 250k | 235.77 | |
| Facebook Cl A (META) | 5.5 | $44M | 150k | 294.53 | |
| Guidewire Software (GWRE) | 5.0 | $40M | 396k | 101.63 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.5 | $37M | 244k | 150.15 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.8 | $31M | 136k | 226.73 | |
| Verisign (VRSN) | 2.9 | $23M | 116k | 198.76 |
