Triple Frond Partners

$1.18B

Overview Activity Holdings

AUM

$1.18B

Positions

10

Top Position

CHTR 26.5%

Top 10

100%

Activity Summary

1 New positions 1 Increased 3 Decreased

Notable Trades

Largest New

MSFT

Microsoft Corporation

$79.73M

Biggest Increase

GWRE

Guidewire Software Inc

+88.0K shares

Biggest Decrease

MA

Mastercard Incorporated

-78.1K shares

Portfolio Composition

CHTR26.5%

MCO15.1%

GOOG11.2%

V11.0%

LBRDK9.3%

TDG7.7%

MSFT

Triple Frond Partners

$1.18B

Overview Activity Holdings

AUM

$1.18B

Positions

10

Top Position

CHTR 26.5%

Top 10

100%

Activity Summary

1 New positions 1 Increased 3 Decreased

Notable Trades

Largest New

MSFT

Microsoft Corporation

$79.73M

Biggest Increase

GWRE

Guidewire Software Inc

+88.0K shares

Biggest Decrease

MA

Mastercard Incorporated

-78.1K shares

Portfolio Composition

CHTR26.5%

MCO15.1%

GOOG11.2%

V11.0%

LBRDK9.3%

TDG7.7%

MSFT

6.8%

GWRE5.8%

MA5.7%

SPGI0.9%