Triple Frond Partners Q4 2018

Triple Frond Partners holdings Q4 2018
Name ValueChangeSharesChangeWeightingChange
CHARTER COMMUNICATIONS INC Ncl a$176,690
-12.55%
620,0290.00%21.61%
2.90%
MOODYS CORP$122,623
-19.62%
875,628
-4.03%
15.00%
-5.42%
SCHWAB CHARLES CORP NEW$109,125
-18.89%
2,627,611
-4.01%
13.35%
-4.56%
SBA COMMUNICATIONS CORP NEWcl a$90,284
-16.69%
557,690
-17.34%
11.04%
-1.97%
VISA INC$75,206
0.21%
570,000
14.00%
9.20%
17.92%
TRANSDIGM GROUP INC$67,149
-12.32%
197,462
-4.00%
8.21%
3.17%
LIBERTY BROADBAND CORP$55,216
-27.22%
766,579
-14.82%
6.75%
-14.37%
MASTERCARD INCORPORATEDcl a$46,219
11.62%
245,000
31.72%
5.65%
31.34%
VERISK ANALYTICS INC$40,616
-13.08%
372,485
-3.91%
4.97%
2.28%
LIBERTY GLOBAL PLC$34,448
-29.51%
1,668,979
-3.82%
4.21%
-17.05%
Portfolio Information
QuarterQ4 2018
Total value$817,576,000
Holdings10
Managers
Charles F. Pollnow
Quarters
2018-12-31
$817,576
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