Triple Frond Partners as of Dec. 31, 2020
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 25.6 | $210M | 318k | 661.55 | |
| Visa Com Cl A (V) | 16.0 | $131M | 598k | 218.73 | |
| Moody's Corporation (MCO) | 13.2 | $109M | 374k | 290.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $86M | 49k | 1751.87 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 10.0 | $82M | 518k | 158.37 | |
| TransDigm Group Incorporated (TDG) | 8.6 | $71M | 114k | 618.85 | |
| Microsoft Corporation (MSFT) | 6.8 | $56M | 250k | 222.42 | |
| Guidewire Software (GWRE) | 6.2 | $51M | 396k | 128.73 | |
| Verisign (VRSN) | 3.1 | $25M | 116k | 216.40 |
