Triple Frond
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MCOMoody's Corporation | 17.46% | 1,034,075 | $144M | held | — | 10 q |
| CHTRCharter Comm Inc Del CL A New | 17.21% | 390,629 | $142M | added+1% | +0.08 pp | 6 q |
| TDGTransDigm Group Incorporated | 14.88% | 479,998 | $123M | held | — | 11 q |
| SBACSBA Communications Corp | 14.41% | 824,676 | $119M | held | — | 3 q |
| SCHWThe Charles Schwab Corporation | 13.26% | 2,500,000 | $109M | added+25% | +1.99 pp | 18 q |
| LBTYKLiberty Global Ltd. Class C | 13.22% | 3,333,333 | $109M | held | — | 12 q |
| VVISA Inc. | 6.38% | 500,000 | $53M | held | — | 7 q |
| MAMastercard Incorporated | 3.18% | 186,000 | $26M | held | — | 4 q |
| unresolvedNord Anglia Education Inc | — | −188,073 | — | exited | −0.80 pp | — |
