Triple Frond Partners Q1 2021 13F Holdings

Triple Frond Partners Q1 2021 holdings
TickerName Value Shares↓ Weighting
CHTR CHARTER COMMUNICATIONS...cl a  $195,922
-6.7%
317,5290.0%24.30%
-5.2%
MCO MOODYS CORP  $111,629
2.9%
373,8280.0%13.84%
4.6%
GOOG ALPHABET INCcap stk cl c  $101,611
18.1%
49,1200.0%12.60%
20.1%
V VISA INCReduce  $96,232
-26.4%
454,500
-24.0%
11.94%
-25.2%
TDG TRANSDIGM GROUP INC  $67,184
-5.0%
114,2740.0%8.33%
-3.4%
MSFT MICROSOFT CORP  $58,954
6.0%
250,0500.0%7.31%
7.8%
FB FACEBOOK INCcl aNew  $44,032149,5005.46%
GWRE GUIDEWIRE SOFTWARE INC  $40,225
-21.1%
395,8000.0%4.99%
-19.7%
LBRDK LIBERTY BROADBAND CORPReduce  $36,663
-55.3%
244,179
-52.8%
4.55%
-54.5%
BABA ALIBABA GROUP HLDG LTDsponsored adsNew  $30,722135,5003.81%
VRSN VERISIGN INC  $23,134
-8.2%
116,3900.0%2.87%
-6.6%