36 is the total number of securities Triple Frond Partners has owned. The longest Triple Frond Partners has owned a single stock is 35 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TDG | TRANSDIGM GROUP INC | 35 | 35 | 7.49% | 11.88% | 17.10% | Q1 2015 | Q3 2023 | 35 |
MCO | MOODYS CORP | 34 | 34 | 4.96% | 13.11% | 19.82% | Q2 2015 | Q3 2023 | 34 |
V | VISA INC | 31 | 31 | 5.78% | 10.43% | 16.04% | Q1 2016 | Q3 2023 | 31 |
CHTR | CHARTER COMMUNICATIONS... | 30 | 30 | 13.86% | 21.26% | 26.49% | Q2 2016 | Q3 2023 | 30 |
SCHW | THE CHARLES SCHWAB COR... | 28 | 28 | 1.54% | 16.33% | 30.66% | Q2 2013 | Q1 2020 | 28 |
LBTYK | LIBERTY GLOBAL PLC | 21 | 21 | 3.13% | 11.60% | 20.22% | Q4 2014 | Q4 2019 | 21 |
MA | MASTERCARD INCORPORATED | 16 | 16 | 2.78% | 5.08% | 7.91% | Q4 2016 | Q3 2020 | 16 |
GOOG | ALPHABET INC | 15 | 15 | 10.50% | 13.19% | 16.14% | Q1 2020 | Q3 2023 | 15 |
LBRDK | LIBERTY BROADBAND CORP | 14 | 14 | 3.44% | 7.68% | 10.00% | Q1 2018 | Q2 2021 | 14 |
MSFT | MICROSOFT CORP | 13 | 13 | 6.76% | 8.72% | 11.12% | Q3 2020 | Q3 2023 | 13 |
VRSN | VERISIGN INC | 12 | 12 | 2.87% | 4.21% | 5.57% | Q4 2020 | Q3 2023 | 12 |
GWRE | GUIDEWIRE SOFTWARE INC | 11 | 11 | 3.01% | 4.79% | 6.22% | Q1 2020 | Q3 2022 | 11 |
PGR | PROGRESSIVE CORP OHIO | 10 | 10 | 4.98% | 12.46% | 20.20% | Q2 2013 | Q3 2015 | 10 |
DVA | DAVITA INC | 9 | 9 | 6.35% | 11.91% | 18.65% | Q3 2014 | Q3 2016 | 9 |
AMZN | AMAZON.COM INC | 9 | 9 | 7.80% | 9.39% | 12.10% | Q3 2021 | Q3 2023 | 9 |
SBAC | SBA COMMUNICATIONS COR... | 8 | 8 | 11.04% | 12.71% | 14.60% | Q1 2017 | Q4 2018 | 8 |
CCL | CARNIVAL CORPORATION | 7 | 7 | 12.09% | 15.37% | 18.63% | Q2 2013 | Q4 2014 | 7 |
CHTR | CHARTER COMMUNICATION ... | 6 | 6 | 13.63% | 16.67% | 21.96% | Q4 2014 | Q1 2016 | 6 |
HCC | HCC INS HLDGS INC | 5 | 5 | 9.66% | 12.16% | 16.23% | Q2 2013 | Q2 2014 | 5 |
SBAC | SBA COMMUNICATIONS CORP | 5 | 5 | 9.59% | 10.44% | 12.63% | Q4 2015 | Q4 2016 | 5 |
FB | META PLATFORMS INC | 5 | 5 | 4.74% | 6.05% | 6.83% | Q1 2021 | Q1 2022 | 5 |
LRCX | LAM RESEARCH CORP | 5 | 5 | 4.00% | 4.64% | 5.14% | Q3 2022 | Q3 2023 | 5 |
NORD | NORD ANGLIA EDUCATION INC | 5 | 5 | 0.80% | 2.89% | 5.06% | Q2 2016 | Q2 2017 | 5 |
RYAAY | RYANAIR HOLDINGS PLC | 4 | 4 | 6.45% | 9.35% | 10.70% | Q2 2013 | Q1 2014 | 4 |
RNR | RENAISSANCERE HOLDING LTD | 4 | 4 | 5.68% | 8.06% | 10.34% | Q2 2013 | Q1 2014 | 4 |
VRSK | VERISK ANALYTICS INC | 4 | 4 | 1.61% | 3.96% | 4.97% | Q2 2018 | Q1 2019 | 4 |
TWC | TIME WARNER CABLE INC | 3 | 3 | 18.06% | 24.66% | 28.70% | Q2 2013 | Q4 2013 | 3 |
VR | VALIDUS HOLDINGS LTD | 3 | 3 | 5.37% | 6.20% | 7.02% | Q3 2013 | Q1 2014 | 3 |
FOXA | FOX CORP | 3 | 3 | 5.93% | 6.20% | 6.40% | Q2 2019 | Q4 2019 | 3 |
CRH | CRH P L C | 3 | 3 | 3.21% | 4.05% | 4.80% | Q2 2013 | Q4 2013 | 3 |
KKR | KKR & CO INC | 3 | 3 | 3.56% | 3.74% | 3.86% | Q1 2023 | Q3 2023 | 3 |
SPGI | S&P GLOBAL INC | 3 | 3 | 0.77% | 0.84% | 0.89% | Q1 2020 | Q3 2020 | 3 |
MCD | MCDONALDS CORP | 2 | 2 | 13.19% | 14.07% | 14.96% | Q2 2014 | Q3 2014 | 2 |
BABA | ALIBABA GROUP HLDG LTD | 2 | 2 | 3.81% | 4.00% | 4.19% | Q1 2021 | Q2 2021 | 2 |
TRW | TRW AUTOMOTIVE HOLDING... | 1 | 1 | 6.77% | 6.77% | 6.77% | Q4 2013 | Q4 2013 | 1 |
LILAK | LIBERTY GLOBAL PLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2016 | Q2 2016 | 1 |
Download |
The securities at the top of the list , including TRANSDIGM GROUP INC, MOODYS CORP, and VISA INC, are the highest-conviction holdings of Triple Frond Partners.
The conviction is calculated by counting the number of quarters a security has been reported by Triple Frond Partners. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Triple Frond Partners owns currently or has owned in the past.