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 | 25.19% | 317,529 | $231M | held | — | 22 q |
| GOOGAlphabet Inc. Class C | 14.28% | 49,120 | $131M | held | — | 7 q |
| VVISA Inc. | 11.04% | 454,500 | $101M | held | — | 23 q |
| MCOMoody's Corporation | 9.68% | 250,000 | $89M | trimmed−16% | −2.06 pp | 26 q |
| TDGTransDigm Group Incorporated | 8.75% | 128,394 | $80M | held | — | 27 q |
| AMZNAmazon.Com Inc | 7.83% | 21,857 | $72M | new | +7.83 pp | new |
| MSFTMicrosoft Corp | 7.69% | 250,050 | $70M | held | — | 5 q |
| METAMeta Platforms, Inc. Class A | 6.70% | 181,100 | $61M | held | — | 3 q |
| GWREGuidewire Software, Inc. | 5.13% | 395,800 | $47M | held | — | 7 q |
| VRSNVeriSign Inc | 3.71% | 165,790 | $34M | added+42% | +0.84 pp | 4 q |
| BABAAlibaba Group Holding Limited | — | −170,450 | — | exited | −4.19 pp | — |
| LBRDKLiberty Broadband Corporation Class C | — | −182,379 | — | exited | −3.44 pp | — |
