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Triple Frond Partners (Triple Frond Partners) - FilingSpy
Triple Frond Partners
Triple Frond Partners
$897.48M
13F
2020 Q1
24 of 53 quarters
Overview
Activity
Holdings
Buys
GOOG
NEW
Alphabet Inc. (formerly Google Inc.)
$104.79M
+90.1K shares
GWRE
NEW
Guidewire Software Inc
$29.57M
+372.8K shares
SPGI
NEW
S&P Global Inc.
$6.89M
+28.1K shares
V
Visa Inc
$103.34M
+ $1.38M
=
$104.73M
550.0K
+100.0K (+18.18%)
TDG
Transdigm Group Inc
$148.40M
- $58.75M
=
$89.65M
265.0K
+15.0K (+5.66%)
MA
Mastercard Incorporated
$70.17M
- $3.14M
=
$67.03M
235.0K
+42.5K (+18.09%)
Sells
FOXA
EXIT
Fox Corporation
$72.73M
- $72.73M
=
Closed
-1.96M shares (100%)
LBTYK
EXIT
Liberty Global Ltd
$36.38M
- $36.38M
=
Closed
-1.67M shares (100%)
CHTR
Charter Communications, Inc.
$300.76M
- $82.60M
=
$218.17M
500.0K left
-120.0K (-19.35%)
MCO
Moody'S Corporation
$207.88M
- $29.96M
=
$177.92M
841.2K left
-34.4K (-3.93%)
SCHW
The Charles Schwab Corporation
$126.03M
- $112.17M
=
$13.86M
412.3K left
-2.24M (-84.44%)
