Triple Frond Partners Q2 2019

Triple Frond Partners holdings Q2 2019
Name ValueChangeSharesChangeWeightingChange
CHARTER COMMUNICATIONS INC Ncl a$245,023
13.91%
620,0290.00%24.78%
-0.28%
MOODYS CORP$171,019
7.85%
875,6280.00%17.29%
-5.58%
THE CHARLES SCHWAB CORPORATION$105,604
-6.01%
2,627,6110.00%10.68%
-17.72%
VISA INC$105,397
11.11%
607,3000.00%10.66%
-2.73%
TRANSDIGM GROUP INC$102,644
6.57%
212,1620.00%10.38%
-6.71%
LIBERTY BROADBAND CORP$79,893
13.60%
766,5790.00%8.08%
-0.55%
MASTERCARD INCORPORATEDcl a$71,767
12.35%
271,3000.00%7.26%
-1.65%
FOX CORPNew $63,3181,728,5946.40%
LIBERTY GLOBAL PLC$44,278
9.58%
1,668,9790.00%4.48%
-4.07%
VERISK ANALYTICS INCSold $0-104,718-1.61%
Portfolio Information
QuarterQ2 2019
Total value$988,943,000
Holdings9
Managers
Charles F. Pollnow
Quarters
2019-09-30
$1,043,750
2019-06-30
$988,943
2019-03-31
$865,729
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