Triple Frond Partners Q3 2018

Triple Frond Partners holdings Q3 2018
Name ValueChangeSharesChangeWeightingChange
CHARTER COMMUNICATIONS INC Ncl a$202,055
11.14%
620,0290.00%21.00%
9.50%
MOODYS CORP$152,551
-1.97%
912,3890.00%15.86%
-3.42%
SCHWAB CHARLES CORP NEW$134,537
-3.82%
2,737,2650.00%13.98%
-5.24%
SBA COMMUNICATIONS CORP NEWcl a$108,373
-2.72%
674,6760.00%11.27%
-4.16%
TRANSDIGM GROUP INC$76,581
7.87%
205,6980.00%7.96%
6.27%
LIBERTY BROADBAND CORP$75,870
11.33%
900,0000.00%7.89%
9.68%
VISA INC$75,045
13.32%
500,0000.00%7.80%
11.64%
LIBERTY GLOBAL PLC$48,867
-35.23%
1,735,333
-38.80%
5.08%
-36.19%
VERISK ANALYTICS INC$46,728
11.99%
387,6270.00%4.86%
10.34%
MASTERCARD INCORPORATEDcl a$41,406
13.28%
186,0000.00%4.30%
11.60%
Portfolio Information
QuarterQ3 2018
Total value$962,013,000
Holdings10
Managers
Charles F. Pollnow
Quarters
2018-09-30
$962,013
2018-06-30
$947,786
2018-03-31
$890,112
2017-12-31
$883,094
2017-09-30
$824,655
2017-06-30
$762,172
2017-03-31
$752,255
2016-12-31
$674,299
2016-09-30
$701,902
2016-06-30
$621,542
2016-03-31
$614,061
2015-12-31
$536,114
2015-09-30
$472,635
2015-06-30
$391,539
2015-03-31
$351,798
2014-12-31
$281,217
2014-09-30
$215,669
2014-06-30
$202,084
2014-03-31
$214,856
2013-12-31
$300,110
2013-09-30
$328,005
2013-06-30
$356,846
SEC Filings