Triple Frond Partners Q4 2020 13F Holdings

Triple Frond Partners Q4 2020 holdings
TickerName ValueShares↓ Weighting
CHTR CHARTER COMMUNICATIONS...cl aReduce  $210,061
-32.7%
317,529
-36.5%
25.62%
-3.3%
V VISA INCReduce  $130,801
0.6%
598,000
-8.0%
15.95%
44.7%
MCO MOODYS CORPReduce  $108,500
-39.0%
373,828
-39.1%
13.23%
-12.3%
GOOG ALPHABET INCcap stk cl cReduce  $86,052
-35.0%
49,120
-45.5%
10.50%
-6.6%
LBRDK LIBERTY BROADBAND CORPReduce  $81,969
-25.2%
517,579
-32.5%
10.00%
7.6%
TDG TRANSDIGM GROUP INCReduce  $70,719
-21.8%
114,274
-39.9%
8.63%
12.5%
MSFT MICROSOFT CORPReduce  $55,616
-30.2%
250,050
-34.0%
6.78%
0.3%
GWRE GUIDEWIRE SOFTWARE INCReduce  $50,951
-26.1%
395,800
-40.1%
6.21%
6.3%
VRSN VERISIGN INCNew  $25,187116,3903.07%
SPGI S&P GLOBAL INCSold out  $0-28,100-0.86%
MA MASTERCARD INCORPORATEDcl aSold out  $0-199,425-5.72%