Triple Frond Partners as of Sept. 30, 2020
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 26.5 | $312M | 500k | 624.34 | |
| Moody's Corporation (MCO) | 15.1 | $178M | 614k | 289.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.2 | $132M | 90k | 1469.60 | |
| Visa Com Cl A (V) | 11.0 | $130M | 650k | 199.97 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.3 | $110M | 767k | 142.87 | |
| TransDigm Group Incorporated (TDG) | 7.7 | $90M | 190k | 475.12 | |
| Microsoft Corporation (MSFT) | 6.8 | $80M | 379k | 210.33 | |
| Guidewire Software (GWRE) | 5.8 | $69M | 661k | 104.27 | |
| Mastercard Incorporated Cl A (MA) | 5.7 | $67M | 199k | 338.17 | |
| S&p Global (SPGI) | 0.9 | $10M | 28k | 360.61 |
