Triple Frond Partners Q2 2018

Triple Frond Partners holdings Q2 2018
Name ValueChangeSharesChangeWeightingChange
CHARTER COMMUNICATIONS INC Ncl a$181,799
25.95%
620,029
33.69%
19.18%
18.29%
MOODYS CORP$155,617
-6.70%
912,389
-11.77%
16.42%
-12.38%
SCHWAB CHARLES CORP NEW$139,874
-2.16%
2,737,265
-0.01%
14.76%
-8.11%
SBA COMMUNICATIONS CORP NEWcl a$111,403
-3.39%
674,6760.00%11.75%
-9.27%
LIBERTY GLOBAL PLC$75,448
-12.55%
2,835,3330.00%7.96%
-17.87%
TRANSDIGM GROUP INC$70,995
-4.02%
205,698
-14.65%
7.49%
-9.86%
LIBERTY BROADBAND CORP$68,148
0.12%
900,000
13.31%
7.19%
-5.97%
VISA INC$66,225
10.73%
500,0000.00%6.99%
3.99%
VERISK ANALYTICS INCNew $41,724387,6274.40%
MASTERCARD INCORPORATEDcl a$36,553
12.19%
186,0000.00%3.86%
5.37%
Portfolio Information
QuarterQ2 2018
Total value$947,786,000
Holdings10
Managers
Charles F. Pollnow
Quarters
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