Triple Frond
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- added+2.92
- added+1.76
Positions
| CHTRCharter Comm Inc Del CL A New | 24.85% | 620,029 | $215M | held | — | 12 q |
| MCOMoody's Corporation | 18.32% | 875,628 | $159M | held | — | 16 q |
| SCHWThe Charles Schwab Corporation | 12.98% | 2,627,611 | $112M | held | — | 24 q |
| TDGTransDigm Group Incorporated | 11.13% | 212,162 | $96M | added+7% | +2.92 pp | 17 q |
| VVISA Inc. | 10.96% | 607,300 | $95M | added+7% | +1.76 pp | 13 q |
| LBRDKLiberty Broadband Corporation Class C | 8.12% | 766,579 | $70M | held | — | 5 q |
| MAMastercard Incorporated | 7.38% | 271,300 | $64M | added+11% | +1.73 pp | 10 q |
| LBTYKLiberty Global Ltd. Class C | 4.67% | 1,668,979 | $40M | held | — | 18 q |
| VRSKVerisk Analytics, Inc. | 1.61% | 104,718 | $14M | trimmed−72% | −3.36 pp | 4 q |
| SBACSBA Communications Corp | — | −557,690 | — | exited | −11.04 pp | — |