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 | 21.44% | 317,529 | $173M | held | — | 24 q |
| GOOGAlphabet Inc. Class C | 16.14% | 46,671 | $130M | held | — | 9 q |
| VVISA Inc. | 15.24% | 554,983 | $123M | held | — | 25 q |
| TDGTransDigm Group Incorporated | 11.81% | 146,400 | $95M | held | — | 29 q |
| AMZNAmazon.Com Inc | 8.38% | 20,767 | $68M | held | — | 3 q |
| MSFTMicrosoft Corp | 7.99% | 209,404 | $65M | held | — | 7 q |
| MCOMoody's Corporation | 5.53% | 132,353 | $45M | held | — | 28 q |
| METAMeta Platforms, Inc. Class A | 4.74% | 172,072 | $38M | held | — | 5 q |
| GWREGuidewire Software, Inc. | 4.40% | 376,070 | $36M | held | — | 9 q |
| VRSNVeriSign Inc | 4.34% | 157,525 | $35M | held | — | 6 q |
