Triple Frond
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- added+0.62
Positions
| CHTRCharter Comm Inc Del CL A New | 21.41% | 381,748 | $129M | held | — | 27 q |
| VVISA Inc. | 16.04% | 466,776 | $97M | held | — | 28 q |
| TDGTransDigm Group Incorporated | 15.23% | 146,291 | $92M | held | — | 32 q |
| GOOGAlphabet Inc. Class C | 12.07% | 822,900 | $73M | held | — | 12 q |
| MSFTMicrosoft Corp | 10.04% | 253,304 | $61M | added+10% | +0.62 pp | 10 q |
| AMZNAmazon.Com Inc | 8.04% | 579,136 | $49M | added+24% | −1.29 pp | 6 q |
| MCOMoody's Corporation | 7.28% | 157,998 | $44M | held | — | 31 q |
| VRSNVeriSign Inc | 5.57% | 164,004 | $34M | held | — | 9 q |
| LRCXLam Research Corp | 4.31% | 62,060 | $26M | held | — | 2 q |
| GWREGuidewire Software, Inc. | — | −277,612 | — | exited | −3.01 pp | — |
