Triple Frond Partners Q3 2021 13F Holdings

Triple Frond Partners Q3 2021 holdings
TickerName Value Shares↓ Weighting
CHTR CHARTER COMMUNICATIONS...cl a  $231,021
0.8%
317,5290.0%25.20%
1.4%
GOOG ALPHABET INCcap stk cl c  $130,920
6.3%
49,1200.0%14.28%
6.9%
V VISA INC  $101,240
-4.7%
454,5000.0%11.04%
-4.2%
MCO MOODYS CORPReduce  $88,777
-18.0%
250,000
-16.3%
9.68%
-17.5%
TDG TRANSDIGM GROUP INC  $80,191
-3.5%
128,3940.0%8.74%
-3.0%
AMZN AMAZON.COM INCNew  $71,80121,8577.83%
MSFT MICROSOFT CORP  $70,494
4.1%
250,0500.0%7.69%
4.6%
FB FACEBOOK INCcl a  $61,464
-2.4%
181,1000.0%6.70%
-1.9%
GWRE GUIDEWIRE SOFTWARE INC  $47,049
5.5%
395,8000.0%5.13%
6.0%
VRSN VERISIGN INCAdd  $33,989
28.3%
165,790
42.4%
3.71%
28.9%
LBRDK LIBERTY BROADBAND CORPSold out  $0-182,379-3.44%
BABA ALIBABA GROUP HLDG LTDsponsored adsSold out  $0-170,450-4.19%
  • Triple Frond Partners Q3 2021 Portfolio
  • Add to Watchlist Similar Filers BETA
  • Quarter
    Q3 2021
  • Total value
    $917 Million
  • Holdings
    10
  • Turnover
    27.3%
  • EDGAR