Triple Frond Partners holdings history

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.

Triple Frond Partners historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
TDG TRANSDIGM GROUP INC35357.49%11.88%17.10%Q1 2015Q3 202335
MCO MOODYS CORP34344.96%13.11%19.82%Q2 2015Q3 202334
V VISA INC31315.78%10.43%16.04%Q1 2016Q3 202331
CHTR CHARTER COMMUNICATIONS...303013.86%21.26%26.49%Q2 2016Q3 202330
SCHW THE CHARLES SCHWAB COR...28281.54%16.33%30.66%Q2 2013Q1 202028
LBTYK LIBERTY GLOBAL PLC21213.13%11.60%20.22%Q4 2014Q4 201921
MA MASTERCARD INCORPORATED16162.78%5.08%7.91%Q4 2016Q3 202016
GOOG ALPHABET INC151510.50%13.19%16.14%Q1 2020Q3 202315
LBRDK LIBERTY BROADBAND CORP14143.44%7.68%10.00%Q1 2018Q2 202114
MSFT MICROSOFT CORP13136.76%8.72%11.12%Q3 2020Q3 202313
VRSN VERISIGN INC12122.87%4.21%5.57%Q4 2020Q3 202312
GWRE GUIDEWIRE SOFTWARE INC11113.01%4.79%6.22%Q1 2020Q3 202211
PGR PROGRESSIVE CORP OHIO10104.98%12.46%20.20%Q2 2013Q3 201510
DVA DAVITA INC996.35%11.91%18.65%Q3 2014Q3 20169
AMZN AMAZON.COM INC997.80%9.39%12.10%Q3 2021Q3 20239
SBAC SBA COMMUNICATIONS COR...8811.04%12.71%14.60%Q1 2017Q4 20188
CCL CARNIVAL CORPORATION7712.09%15.37%18.63%Q2 2013Q4 20147
CHTR CHARTER COMMUNICATION ...6613.63%16.67%21.96%Q4 2014Q1 20166
HCC HCC INS HLDGS INC559.66%12.16%16.23%Q2 2013Q2 20145
SBAC SBA COMMUNICATIONS CORP559.59%10.44%12.63%Q4 2015Q4 20165
FB META PLATFORMS INC554.74%6.05%6.83%Q1 2021Q1 20225
LRCX LAM RESEARCH CORP554.00%4.64%5.14%Q3 2022Q3 20235
NORD NORD ANGLIA EDUCATION INC550.80%2.89%5.06%Q2 2016Q2 20175
RYAAY RYANAIR HOLDINGS PLC446.45%9.35%10.70%Q2 2013Q1 20144
RNR RENAISSANCERE HOLDING LTD445.68%8.06%10.34%Q2 2013Q1 20144
VRSK VERISK ANALYTICS INC441.61%3.96%4.97%Q2 2018Q1 20194
TWC TIME WARNER CABLE INC3318.06%24.66%28.70%Q2 2013Q4 20133
VR VALIDUS HOLDINGS LTD335.37%6.20%7.02%Q3 2013Q1 20143
FOXA FOX CORP335.93%6.20%6.40%Q2 2019Q4 20193
CRH CRH P L C333.21%4.05%4.80%Q2 2013Q4 20133
KKR KKR & CO INC333.56%3.74%3.86%Q1 2023Q3 20233
SPGI S&P GLOBAL INC330.77%0.84%0.89%Q1 2020Q3 20203
MCD MCDONALDS CORP2213.19%14.07%14.96%Q2 2014Q3 20142
BABA ALIBABA GROUP HLDG LTD223.81%4.00%4.19%Q1 2021Q2 20212
TRW TRW AUTOMOTIVE HOLDING...116.77%6.77%6.77%Q4 2013Q4 20131
LILAK LIBERTY GLOBAL PLC111.66%1.66%1.66%Q2 2016Q2 20161

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.