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 | 24.30% | 317,529 | $196M | held | — | 20 q |
| MCOMoody's Corporation | 13.84% | 373,828 | $112M | held | — | 24 q |
| GOOGAlphabet Inc. Class C | 12.60% | 49,120 | $102M | held | — | 5 q |
| VVISA Inc. | 11.93% | 454,500 | $96M | trimmed−24% | −4.02 pp | 21 q |
| TDGTransDigm Group Incorporated | 8.33% | 114,274 | $67M | held | — | 25 q |
| MSFTMicrosoft Corp | 7.31% | 250,050 | $59M | held | — | 3 q |
| METAMeta Platforms, Inc. Class A | 5.46% | 149,500 | $44M | new | +5.46 pp | new |
| GWREGuidewire Software, Inc. | 4.99% | 395,800 | $40M | held | — | 5 q |
| LBRDKLiberty Broadband Corporation Class C | 4.55% | 244,179 | $37M | trimmed−53% | −5.45 pp | 13 q |
| BABAAlibaba Group Holding Limited | 3.81% | 135,500 | $31M | new | +3.81 pp | new |
| VRSNVeriSign Inc | 2.87% | 116,390 | $23M | held | — | 2 q |
