Triple Frond Partners as of June 30, 2020
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 24.6 | $255M | 500k | 510.04 | |
| Moody's Corporation (MCO) | 17.2 | $179M | 650k | 274.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.3 | $127M | 90k | 1413.62 | |
| Visa Com Cl A (V) | 12.1 | $126M | 650k | 193.17 | |
| TransDigm Group Incorporated (TDG) | 9.7 | $101M | 228k | 442.05 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.2 | $95M | 767k | 123.96 | |
| Mastercard Incorporated Cl A (MA) | 7.9 | $82M | 278k | 295.70 | |
| Guidewire Software (GWRE) | 6.1 | $64M | 573k | 110.85 | |
| S&p Global (SPGI) | 0.9 | $9.3M | 28k | 329.47 |
