Triple Frond
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CHTRCharter Comm Inc Del CL A New | 23.06% | 606,029 | $204M | added+55% | +5.85 pp | 7 q |
| MCOMoody's Corporation | 17.28% | 1,034,075 | $153M | held | — | 11 q |
| SCHWThe Charles Schwab Corporation | 14.54% | 2,500,000 | $128M | held | — | 19 q |
| SBACSBA Communications Corp | 12.48% | 674,676 | $110M | trimmed−18% | −1.93 pp | 4 q |
| TDGTransDigm Group Incorporated | 12.13% | 389,998 | $107M | trimmed−19% | −2.75 pp | 12 q |
| LBTYKLiberty Global Ltd. Class C | 10.86% | 2,835,333 | $96M | trimmed−15% | −2.36 pp | 13 q |
| VVISA Inc. | 6.46% | 500,000 | $57M | held | — | 8 q |
| MAMastercard Incorporated | 3.19% | 186,000 | $28M | held | — | 5 q |
