Triple Frond Partners LLC Top Holdings
As of  03/31/2020

 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
CHARTER COMMUNICATIONS INC N 500,029 -120,000 $218,168
MOODYS CORP 841,228 -34,400 $177,920
ALPHABET INC 90,120 +90,120 $104,792
VISA INC 650,000 +100,000 $104,728
TRANSDIGM GROUP INC 280,000 +15,000 $89,653
MASTERCARD INC 277,500 +42,500 $67,033
GUIDEWIRE SOFTWARE INC 372,800 +372,800 $29,567
SCHWAB CHARLES CORP 412,300 -2,237,700 $13,861

See Full List: All Stocks Held By Triple Frond Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Triple Frond Partners LLC

Size ($ in 1000's)
At 03/31/2020: $897,484
At 12/31/2019: $1,162,098

Combined Holding Report Includes:
Triple Frond Partners LLC
Hawk Hill Capital Partners LP

Triple Frond Partners LLC holdings changes, total fund size, and other information presented on was derived from Triple Frond Partners LLC 13F filings. Link to 13F filings: SEC filings

Triple Frond Partners LLC Top Holdings 13F Filings |

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