Triple Frond Partners Q2 2021 13F Holdings

Triple Frond Partners Q2 2021 holdings
TickerName Value Shares↓ Weighting
CHTR CHARTER COMMUNICATIONS...cl a  $229,081
16.9%
317,5290.0%24.85%
2.3%
GOOG ALPHABET INCcap stk cl c  $123,110
21.2%
49,1200.0%13.35%
6.0%
MCO MOODYS CORPReduce  $108,207
-3.1%
298,608
-20.1%
11.74%
-15.2%
V VISA INC  $106,271
10.4%
454,5000.0%11.53%
-3.4%
TDG TRANSDIGM GROUP INCAdd  $83,108
23.7%
128,394
12.4%
9.02%
8.2%
MSFT MICROSOFT CORP  $67,738
14.9%
250,0500.0%7.35%
0.5%
FB FACEBOOK INCcl aAdd  $62,970
43.0%
181,100
21.1%
6.83%
25.1%
GWRE GUIDEWIRE SOFTWARE INC  $44,615
10.9%
395,8000.0%4.84%
-3.0%
BABA ALIBABA GROUP HLDG LTDsponsored adsAdd  $38,655
25.8%
170,450
25.8%
4.19%
10.1%
LBRDK LIBERTY BROADBAND CORPReduce  $31,672
-13.6%
182,379
-25.3%
3.44%
-24.5%
VRSN VERISIGN INC  $26,501
14.6%
116,3900.0%2.88%
0.2%
  • Triple Frond Partners Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $922 Million
  • Holdings
    11
  • Turnover
    0.0%
  • EDGAR