13F filing recap · Q2 2018

What did Triple Frond Partners buy in Q2 2018?

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

Stock value

$947.79M

Positions

Estimated turnover

14.0%

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.

New positions

VRSKVerisk Analytics, Inc.$41.72Mreported value+387.6K shares

Increased positions

CHTRCharter Communications, Inc.$181.80Mreported value+156.2K shares+33.7%LBRDKLiberty Broadband Corporation$68.15Mreported value+105.7K shares+13.3%

Reduced positions

MCOMoody’s Corporation$155.62Mreported value-121.7K shares-11.8%SCHWSchwab Charles Corp$139.87Mreported value-300 shares-0.0%TDGTransdigm Group Incorporated$71.00Mreported value-35.3K shares-14.6%