Triple Frond Partners as of Dec. 31, 2018
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the December 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) | 21.6 | $177M | 620k | 284.97 | |
Moody's Corporation (MCO) | 15.0 | $123M | 876k | 140.04 | |
Charles Schwab Corporation (SCHW) | 13.3 | $109M | 2.6M | 41.53 | |
Sba Communications Corp (SBAC) | 11.0 | $90M | 558k | 161.89 | |
Visa (V) | 9.2 | $75M | 570k | 131.94 | |
TransDigm Group Incorporated (TDG) | 8.2 | $67M | 198k | 340.06 | |
Liberty Broadband Cl C (LBRDK) | 6.8 | $55M | 767k | 72.03 | |
MasterCard Incorporated (MA) | 5.7 | $46M | 245k | 188.65 | |
Verisk Analytics (VRSK) | 5.0 | $41M | 373k | 109.04 | |
Liberty Global Inc C | 4.2 | $34M | 1.7M | 20.64 |