Triple Frond
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LBTYKLiberty Global Ltd. Class C | 15.18% | 3,292,250 | $94M | added+29% | −0.42 pp | 7 q |
| CHTRCharter Comm Inc Del CL A New | 14.97% | 406,890 | $93M | new | +14.97 pp | new |
| TDGTransDigm Group Incorporated | 13.47% | 317,500 | $84M | trimmed−15% | +0.01 pp | 6 q |
| MCOMoody's Corporation | 13.19% | 875,000 | $82M | held | — | 5 q |
| SCHWThe Charles Schwab Corporation | 12.22% | 3,000,000 | $76M | held | — | 13 q |
| unresolvedSBA Comms Corp | 10.42% | 600,000 | $65M | held | — | 3 q |
| DVADaVita Inc. | 8.90% | 715,600 | $55M | trimmed−16% | −1.26 pp | 8 q |
| VVISA Inc. | 8.35% | 700,000 | $52M | held | — | 2 q |
| 1LGEUSDLiberty Global PLC Lilac - C | 1.66% | 318,160 | $10M | new | +1.66 pp | new |
| unresolvedNord Anglia Education Inc | 1.64% | 482,017 | $10M | new | +1.64 pp | new |
| unresolvedCharter Comm's Inc | — | −450,000 | — | exited | −14.83 pp | — |
