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Triple Frond Partners (Triple Frond Partners) - FilingSpy
Triple Frond Partners
Triple Frond Partners
$1.18B
13F
2020 Q3
22 of 53 quarters
Overview
Activity
Holdings
Buys
MSFT
NEW
Microsoft Corporation
$79.73M
+379.1K shares
GWRE
Guidewire Software Inc
$63.49M
+ $5.41M
=
$68.90M
572.8K
+88.0K (+15.36%)
Sells
MCO
Moody'S Corporation
$178.64M
- $719.0K
=
$177.92M
613.8K left
-36.4K (-5.60%)
TDG
Transdigm Group Inc
$100.82M
- $10.42M
=
$90.40M
190.3K left
-37.8K (-16.57%)
MA
Mastercard Incorporated
$82.06M
- $14.62M
=
$67.44M
199.4K left
-78.1K (-28.14%)
