Triple Frond Partners

Triple Frond Partners as of June 30, 2015

Portfolio Holdings for Triple Frond Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charles Schwab Corporation (SCHW) 20.8 $82M 2.5M 32.65
Charter Communication Inc D Cl A New 17.5 $69M 400k 171.25
TransDigm Group Incorporated (TDG) 15.8 $62M 275k 224.67
Liberty Global SHS CL C 12.9 $51M 1.0M 50.63
Progressive Corporation (PGR) 11.4 $45M 1.6M 27.83
DaVita (DVA) 11.2 $44M 550k 79.47
Moody's Corporation (MCO) 10.3 $41M 375k 107.96