Triple Frond Partners Q4 2017

Triple Frond Partners holdings Q4 2017
Name ValueChangeSharesChangeWeightingChange
CHARTER COMMUNICATIONS INC Ncl a$203,602
43.42%
606,029
55.14%
23.06%
33.93%
MOODYS CORP$152,640
6.03%
1,034,0750.00%17.28%
-0.98%
SCHWAB CHARLES CORP NEW$128,425
17.44%
2,500,0000.00%14.54%
9.67%
SBA COMMUNICATIONS CORP NEWcl a$110,215
-7.22%
674,676
-18.19%
12.48%
-13.36%
TRANSDIGM GROUP INC$107,101
-12.72%
389,998
-18.75%
12.13%
-18.50%
LIBERTY GLOBAL PLC$95,948
-11.97%
2,835,333
-14.94%
10.86%
-17.80%
VISA INC$57,010
8.34%
500,0000.00%6.46%
1.17%
MASTERCARD INCORPORATEDcl a$28,153
7.20%
186,0000.00%3.19%
0.10%
Portfolio Information
QuarterQ4 2017
Total value$883,094,000
Holdings8
Managers
Charles F. Pollnow
Quarters
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