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 |