13F filing recap · Q2 2021

What did Triple Frond Partners buy in Q2 2021?

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

Stock value

$921.93M

Positions

Estimated turnover

7.6%

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

TDGTransdigm Group Incorporated$83.11Mreported value+14.1K shares+12.4%METAMeta Platforms, Inc.$62.97Mreported value+31.6K shares+21.1%BABAAlibaba Group Holding Limited$38.66Mreported value+35.0K shares+25.8%

Reduced positions

MCOMoody’s Corporation$108.21Mreported value-75.2K shares-20.1%LBRDKLiberty Broadband Corporation$31.67Mreported value-61.8K shares-25.3%