Triple Frond Partners Q1 2020

Triple Frond Partners holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
CHARTER COMMUNICATIONS INC Ncl a$218,168
-27.46%
500,029
-19.35%
24.31%
-6.07%
MOODYS CORP$177,920
-14.41%
841,228
-3.93%
19.82%
10.82%
ALPHABET INCcap stk cl cNew $104,79290,12011.68%
VISA INC$104,728
1.34%
650,000
18.18%
11.67%
31.22%
TRANSDIGM GROUP INC$89,653
-39.59%
280,000
5.66%
9.99%
-21.77%
LIBERTY BROADBAND CORP$84,876
-11.95%
766,5790.00%9.46%
14.01%
MASTERCARD INCcl a$67,033
-4.47%
277,500
18.09%
7.47%
23.70%
GUIDEWIRE SOFTWARE INCNew $29,567372,8003.29%
SCHWAB CHARLES CORP$13,861
-89.00%
412,300
-84.44%
1.54%
-85.76%
S&P GLOBAL INCNew $6,88628,1000.77%
FOX CORPSold $0-1,962,000-6.26%
LIBERTY GLOBAL PLCSold $0-1,668,979-3.13%
Portfolio Information
QuarterQ1 2020
Total value$897,484,000
Holdings10
Managers
Charles F. Pollnow
Quarters
2020-03-31
$897,484
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