Triple Frond Partners Q3 2017

Triple Frond Partners holdings Q3 2017
Name ValueChangeSharesChangeWeightingChange
MOODYS CORP$143,954
14.41%
1,034,0750.00%17.46%
5.74%
CHARTER COMMUNICATIONS INC Ncl a$141,962
8.72%
390,629
0.77%
17.21%
0.48%
TRANSDIGM GROUP INC$122,711
-4.92%
479,9980.00%14.88%
-12.12%
SBA COMMUNICATIONS CORP NEWcl a$118,795
6.78%
824,6760.00%14.41%
-1.31%
SCHWAB CHARLES CORP NEW$109,350
27.27%
2,500,000
25.00%
13.26%
17.63%
LIBERTY GLOBAL PLC$109,000
4.88%
3,333,3330.00%13.22%
-3.07%
VISA INC$52,620
12.22%
500,0000.00%6.38%
3.72%
MASTERCARD INCORPORATEDcl a$26,263
16.26%
186,0000.00%3.18%
7.45%
NORD ANGLIA EDUCATION INCSold $0-188,073-0.80%
Portfolio Information
QuarterQ3 2017
Total value$824,655,000
Holdings8
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