Triple Frond
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LBTYKLiberty Global Ltd. Class C | 18.63% | 4,000,000 | $140M | trimmed−13% | −1.59 pp | 10 q |
| MCOMoody's Corporation | 15.40% | 1,034,075 | $116M | held | — | 8 q |
| CHTRCharter Comm Inc Del CL A New | 14.12% | 324,554 | $106M | held | — | 4 q |
| TDGTransDigm Group Incorporated | 14.05% | 479,998 | $106M | added+46% | +1.90 pp | 9 q |
| SBACSBA Communications Corp | 13.20% | 824,676 | $99M | new | +13.20 pp | new |
| SCHWThe Charles Schwab Corporation | 10.85% | 2,000,000 | $82M | trimmed−11% | −2.35 pp | 16 q |
| VVISA Inc. | 5.91% | 500,000 | $44M | held | — | 5 q |
| unresolvedNord Anglia Education Inc | 5.06% | 1,503,073 | $38M | added+7% | +0.21 pp | 4 q |
| MAMastercard Incorporated | 2.78% | 186,000 | $21M | held | — | 2 q |
| unresolvedSBA Comms Corp | — | −824,676 | — | exited | −12.63 pp | — |
