Triple Frond Partners as of June 30, 2018
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 19.2 | $182M | 620k | 293.21 | |
| Moody's Corporation (MCO) | 16.4 | $156M | 912k | 170.56 | |
| Charles Schwab Corporation (SCHW) | 14.8 | $140M | 2.7M | 51.10 | |
| Sba Communications Corp (SBAC) | 11.8 | $111M | 675k | 165.12 | |
| Liberty Global Inc C | 8.0 | $75M | 2.8M | 26.61 | |
| TransDigm Group Incorporated (TDG) | 7.5 | $71M | 206k | 345.14 | |
| Liberty Broadband Cl C (LBRDK) | 7.2 | $68M | 900k | 75.72 | |
| Visa (V) | 7.0 | $66M | 500k | 132.45 | |
| Verisk Analytics (VRSK) | 4.4 | $42M | 388k | 107.64 | |
| MasterCard Incorporated (MA) | 3.9 | $37M | 186k | 196.52 |
