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 | 24.85% | 317,529 | $229M | held | — | 21 q |
| GOOGAlphabet Inc. Class C | 13.35% | 49,120 | $123M | held | — | 6 q |
| MCOMoody's Corporation | 11.74% | 298,608 | $108M | trimmed−20% | −2.10 pp | 25 q |
| VVISA Inc. | 11.53% | 454,500 | $106M | held | — | 22 q |
| TDGTransDigm Group Incorporated | 9.01% | 128,394 | $83M | added+12% | +0.68 pp | 26 q |
| MSFTMicrosoft Corp | 7.35% | 250,050 | $68M | held | — | 4 q |
| METAMeta Platforms, Inc. Class A | 6.83% | 181,100 | $63M | added+21% | +1.37 pp | 2 q |
| GWREGuidewire Software, Inc. | 4.84% | 395,800 | $45M | held | — | 6 q |
| BABAAlibaba Group Holding Limited | 4.19% | 170,450 | $39M | added+26% | +0.38 pp | 2 q |
| LBRDKLiberty Broadband Corporation Class C | 3.44% | 182,379 | $32M | trimmed−25% | −1.11 pp | 14 q |
| VRSNVeriSign Inc | 2.87% | 116,390 | $27M | held | — | 3 q |
