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 | 24.78% | 620,029 | $245M | held | — | 13 q |
| MCOMoody's Corporation | 17.29% | 875,628 | $171M | held | — | 17 q |
| SCHWThe Charles Schwab Corporation | 10.68% | 2,627,611 | $106M | held | — | 25 q |
| VVISA Inc. | 10.66% | 607,300 | $105M | held | — | 14 q |
| TDGTransDigm Group Incorporated | 10.38% | 212,162 | $103M | held | — | 18 q |
| LBRDKLiberty Broadband Corporation Class C | 8.08% | 766,579 | $80M | held | — | 6 q |
| MAMastercard Incorporated | 7.26% | 271,300 | $72M | held | — | 11 q |
| FOXAFox Corporation Class A | 6.40% | 1,728,594 | $63M | new | +6.40 pp | new |
| LBTYKLiberty Global Ltd. Class C | 4.48% | 1,668,979 | $44M | held | — | 19 q |
| VRSKVerisk Analytics, Inc. | — | −104,718 | — | exited | −1.61 pp | — |
