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 | 21.30% | 381,748 | $168M | held | — | 30 q |
| TDGTransDigm Group Incorporated | 13.80% | 129,000 | $109M | held | — | 35 q |
| GOOGAlphabet Inc. Class C | 13.76% | 822,900 | $108M | held | — | 15 q |
| VVISA Inc. | 11.66% | 399,482 | $92M | held | — | 31 q |
| AMZNAmazon.Com Inc | 11.61% | 719,936 | $92M | held | — | 9 q |
| MSFTMicrosoft Corp | 10.15% | 253,304 | $80M | held | — | 13 q |
| MCOMoody's Corporation | 4.96% | 123,644 | $39M | held | — | 34 q |
| LRCXLam Research Corp | 4.93% | 62,060 | $39M | held | — | 5 q |
| VRSNVeriSign Inc | 3.97% | 154,694 | $31M | held | — | 12 q |
| KKRKKR & Co. Inc. | 3.86% | 493,692 | $30M | held | — | 3 q |
