Triple Frond Partners

$890.11M

Overview Activity Holdings

AUM

$890.11M

Positions

9

Top Position

MCO 18.7%

Top 10

100%

Activity Summary

1 New positions 1 Increased 2 Decreased

Notable Trades

Largest New

LBRDK

Liberty Broadband Corporation

$68.06M

Biggest Increase

SCHW

The Charles Schwab Corporation

+237.6K shares

Biggest Decrease

TDG

Transdigm Group Inc

-149.0K shares

Portfolio Composition

MCO18.7%

CHTR16.2%

SCHW16.1%

SBAC13.0%

LBTYK9.7%

TDG8.3%

LBRDK7.6%

Triple Frond Partners

$890.11M

Overview Activity Holdings

AUM

$890.11M

Positions

9

Top Position

MCO 18.7%

Top 10

100%

Activity Summary

1 New positions 1 Increased 2 Decreased

Notable Trades

Largest New

LBRDK

Liberty Broadband Corporation

$68.06M

Biggest Increase

SCHW

The Charles Schwab Corporation

+237.6K shares

Biggest Decrease

TDG

Transdigm Group Inc

-149.0K shares

Portfolio Composition

MCO18.7%

CHTR16.2%

SCHW16.1%

SBAC13.0%

LBTYK9.7%

TDG8.3%

LBRDK7.6%

V6.7%

MA3.7%