Triple Frond Partners Q4 2019

Triple Frond Partners holdings Q4 2019
Name ValueChangeSharesChangeWeightingChange
CHARTER COMMUNICATIONS INC Ncl a$300,764
17.70%
620,0290.00%25.88%
5.72%
MOODYS CORP$207,883
15.91%
875,6280.00%17.89%
4.10%
TRANSDIGM GROUP INC$148,400
26.67%
265,000
17.78%
12.77%
13.77%
THE CHARLES SCHWAB CORPORATION$126,034
-4.35%
2,650,000
-15.87%
10.85%
-14.09%
VISA INC$103,345
-1.07%
550,000
-9.44%
8.89%
-11.14%
LIBERTY BROADBAND CORP$96,397
20.14%
766,5790.00%8.30%
7.90%
FOX CORP$72,731
17.55%
1,962,0000.00%6.26%
5.58%
MASTERCARD INCORPORATEDcl a$70,169
-4.76%
235,000
-13.38%
6.04%
-14.46%
LIBERTY GLOBAL PLC$36,375
-8.39%
1,668,9790.00%3.13%
-17.72%
Portfolio Information
QuarterQ4 2019
Total value$1,162,098,000
Holdings9
Managers
Charles F. Pollnow
Quarters
2019-12-31
$1,162,098
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