13F filing recap · Q2 2017

What did Triple Frond Partners buy in Q2 2017?

Reported stock-position changes between this filing and the previous one.

Stock value

$762.17M

Positions

Estimated turnover

11.2%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Increased positions

CHTRCharter Communications, Inc.$130.58Mreported value+63.1K shares+19.4%

Reduced positions

LBTYKLiberty Global Ltd.$103.93Mreported value-666.7K shares-16.7%NORDNordicus Partners Corporation$6.13Mreported value-1.31M shares-87.5%