Triple Frond Partners LLC

Triple Frond Partners LLC latest Q4_2020 13F filings reported $819,856,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is -30.44%. This fund has 9 securities concentrations of 100% weights.

Triple Frond Partners LLC largest holding is Charter Communications Inc. Class A New with weight of 25.62% and $210,061,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-122020-12-31Q4_202013F-HR9$819,856,000-30.44%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
CHARTER COMMUNICATIONS INC NCHTRDECR$210,061-0.33%25.62%$661.55-0.36%317,529
VISA INCVINCR$130,8010.01%15.95%$218.73-0.08%598,000
MOODYS CORPMCODECR$108,500-0.39%13.23%$290.24-0.39%373,828
ALPHABET INCGOOGDECR$86,052-0.35%10.50%$1751.87-0.45%49,120
LIBERTY BROADBAND CORPLBRDKDECR$81,969-0.25%10.00%$158.37-0.32%517,579
TRANSDIGM GROUP INCTDGDECR$70,719-0.22%8.63%$618.85-0.40%114,274
MICROSOFT CORPMSFTDECR$55,616-0.30%6.78%$222.42-0.34%250,050
GUIDEWIRE SOFTWARE INCGWREDECR$50,951-0.26%6.21%$128.73-0.40%395,800
VERISIGN INCVRSNBUY$25,1870.00%3.07%$216.400.00%116,390
S&P GLOBAL INCSPGISOLD$00.00%-100.00%$0.000.00%0
MASTERCARD INCORPORATEDMASOLD$00.00%-100.00%$0.000.00%0