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 | 21.00% | 620,029 | $202M | held | — | 10 q |
| MCOMoody's Corporation | 15.86% | 912,389 | $153M | held | — | 14 q |
| SCHWThe Charles Schwab Corporation | 13.98% | 2,737,265 | $135M | held | — | 22 q |
| SBACSBA Communications Corp | 11.27% | 674,676 | $108M | held | — | 7 q |
| TDGTransDigm Group Incorporated | 7.96% | 205,698 | $77M | held | — | 15 q |
| LBRDKLiberty Broadband Corporation Class C | 7.89% | 900,000 | $76M | held | — | 3 q |
| VVISA Inc. | 7.80% | 500,000 | $75M | held | — | 11 q |
| LBTYKLiberty Global Ltd. Class C | 5.08% | 1,735,333 | $49M | trimmed−39% | −2.88 pp | 16 q |
| VRSKVerisk Analytics, Inc. | 4.86% | 387,627 | $47M | held | — | 2 q |
| MAMastercard Incorporated | 4.30% | 186,000 | $41M | held | — | 8 q |
