Triple Frond Partners as of March 31, 2020
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the March 2020 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) | 24.3 | $218M | 500k | 436.31 | |
| Moody's Corporation (MCO) | 19.8 | $178M | 841k | 211.50 | |
| Alphabet Inc Class C cs (GOOG) | 11.7 | $105M | 90k | 1162.81 | |
| Visa (V) | 11.7 | $105M | 650k | 161.12 | |
| TransDigm Group Incorporated (TDG) | 10.0 | $90M | 280k | 320.19 | |
| Liberty Broadband Cl C (LBRDK) | 9.5 | $85M | 767k | 110.72 | |
| MasterCard Incorporated (MA) | 7.5 | $67M | 278k | 241.56 | |
| Guidewire Software (GWRE) | 3.3 | $30M | 373k | 79.31 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $14M | 412k | 33.62 | |
| S&p Global (SPGI) | 0.8 | $6.9M | 28k | 245.05 |
