Triple Frond Partners as of Sept. 30, 2018
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the September 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) | 21.0 | $202M | 620k | 325.88 | |
| Moody's Corporation (MCO) | 15.9 | $153M | 912k | 167.20 | |
| Charles Schwab Corporation (SCHW) | 14.0 | $135M | 2.7M | 49.15 | |
| Sba Communications Corp (SBAC) | 11.3 | $108M | 675k | 160.63 | |
| TransDigm Group Incorporated (TDG) | 8.0 | $77M | 206k | 372.30 | |
| Liberty Broadband Cl C (LBRDK) | 7.9 | $76M | 900k | 84.30 | |
| Visa (V) | 7.8 | $75M | 500k | 150.09 | |
| Liberty Global Inc C | 5.1 | $49M | 1.7M | 28.16 | |
| Verisk Analytics (VRSK) | 4.9 | $47M | 388k | 120.55 | |
| MasterCard Incorporated (MA) | 4.3 | $41M | 186k | 222.61 |
