Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (MA) MASTERCARD INC - A (new buy), (TRU) TRANSUNION (added shares +48.38%), (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%), (META) META PLATFORMS INC-CLASS A (added shares +20.8%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +12.65%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (ASML) ASML HOLDING NV-NY REG SHS (16.31%), (MSFT) MICROSOFT CORP (13.55%), (TDG) TRANSDIGM GROUP INC (12.82%), (GOOG) ALPHABET INC-CL C (10.53%) and (AMZN) AMAZONCOM INC (10.35%).

In the latest report(s) the following changes have been made to the top investments: (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%) and (TDG) TRANSDIGM GROUP INC (added shares +2.55%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2018 Q4 (9 results)
MA
MASTERCARD INC - A
+31.72%
+59,000
+1.36%
$188.65
159.73% $489.98
5.65%
V
VISA INC-CLASS A SHARES
+14.00%
+70,000
+1.13%
$131.94
144.35% $322.39
9.20%
LBTYK
LIBERTY GLOBAL PLC- C
-3.82%
-66,354
-0.17%
$20.64
41.81% $12.01
4.21%
VRSK
VERISK ANALYTICS INC
-3.91%
-15,142
-0.20%
$109.04
68.56% $183.80
4.97%
TDG
TRANSDIGM GROUP INC
-4.00%
-8,236
-0.34%
$340.06
269.36% $1,256.05
8.21%
SCHW
SCHWAB (CHARLES) CORP
-4.01%
-109,654
-0.56%
$41.53
119.36% $91.10
13.35%
MCO
MOODY'S CORP
-4.03%
-36,761
-0.63%
$140.04
219.80% $447.85
15.00%
LBRDK
LIBERTY BROADBAND-C
-14.82%
-133,421
-1.18%
$72.03
52.53% $34.19
6.75%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
-17.34%
-116,986
-2.32%
$161.89
-
0.00%
2018 Q3 (1 result)
LBTYK
LIBERTY GLOBAL PLC- C
-38.80%
-1,100,000
-3.22%
$28.16
57.35% $12.01
5.08%
2018 Q2 (6 results)
VRSK
VERISK ANALYTICS INC
buy
+387,627
+4.40%
$107.64
70.76% $183.80
4.40%
CHTR
CHARTER COMMUNICATIONS INC-A
+33.69%
+156,244
+4.83%
$293.21
50.27% $145.82
19.18%
LBRDK
LIBERTY BROADBAND-C
+13.31%
+105,697
+0.84%
$75.72
54.85% $34.19
7.19%
SCHW
SCHWAB (CHARLES) CORP
-0.01%
-300
-0.00%
$51.10
78.28% $91.10
14.76%
MCO
MOODY'S CORP
-11.77%
-121,686
-2.19%
$170.56
162.58% $447.85
16.42%
TDG
TRANSDIGM GROUP INC
-14.65%
-35,300
-1.29%
$345.14
263.92% $1,256.05
7.49%
2018 Q1 (4 results)
LBRDK
LIBERTY BROADBAND-C
buy
+794,303
+7.65%
$85.69
60.10% $34.19
7.65%
SCHW
SCHWAB (CHARLES) CORP
+9.50%
+237,565
+1.39%
$52.22
74.45% $91.10
16.06%
CHTR
CHARTER COMMUNICATIONS INC-A
-23.47%
-142,244
-4.97%
$311.22
53.15% $145.82
16.22%
TDG
TRANSDIGM GROUP INC
-38.21%
-149,000
-5.14%
$306.94
309.22% $1,256.05
8.31%
2017 Q4 (4 results)
CHTR
CHARTER COMMUNICATIONS INC-A
+55.14%
+215,400
+8.19%
$335.96
56.60% $145.82
23.06%
LBTYK
LIBERTY GLOBAL PLC- C
-14.94%
-498,000
-1.91%
$33.84
64.51% $12.01
10.86%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
-18.19%
-150,000
-2.77%
$163.36
-
12.48%
TDG
TRANSDIGM GROUP INC
-18.75%
-90,000
-2.80%
$274.62
357.38% $1,256.05
12.13%
2017 Q3 (3 results)
SCHW
SCHWAB (CHARLES) CORP
+25.00%
+500,000
+2.65%
$43.74
108.28% $91.10
13.26%
CHTR
CHARTER COMMUNICATIONS INC-A
+0.77%
+2,975
+0.13%
$363.42
59.88% $145.82
17.21%
NORD
NORD ANGLIA EDUCATION INC
-100.00%
-188,073
-0.74%
$32.57
88.49% $3.75
0.00%
2017 Q2 (3 results)
CHTR
CHARTER COMMUNICATIONS INC-A
+19.44%
+63,100
+2.79%
$336.85
56.71% $145.82
17.13%
LBTYK
LIBERTY GLOBAL PLC- C
-16.67%
-666,667
-2.73%
$31.18
61.48% $12.01
13.64%
NORD
NORD ANGLIA EDUCATION INC
-87.49%
-1,315,000
-5.62%
$32.57
88.49% $3.75
0.00%
2017 Q1 (6 results)
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
buy
+824,676
+13.20%
$120.37
-
13.20%
TDG
TRANSDIGM GROUP INC
+45.83%
+150,850
+4.41%
$220.16
470.52% $1,256.05
14.05%
NORD
NORD ANGLIA EDUCATION INC
+7.18%
+100,632
+0.34%
$25.34
85.20% $3.75
5.06%
SCHW
SCHWAB (CHARLES) CORP
-11.31%
-255,000
-1.38%
$40.81
123.23% $91.10
10.85%
LBTYK
LIBERTY GLOBAL PLC- C
-12.89%
-591,700
-2.76%
$35.04
65.72% $12.01
18.63%
SBAC
SBA COMMUNICATIONS CORP
-100.00%
-824,676
-11.32%
$103.26
98.32% $204.79
0.00%
2016 Q4 (10 results)
MA
MASTERCARD INC - A
buy
+186,000
+2.85%
$103.25
374.54% $489.98
2.85%
NORD
NORD ANGLIA EDUCATION INC
+108.50%
+729,813
+2.52%
$23.30
83.91% $3.75
4.85%
SBAC
SBA COMMUNICATIONS CORP
+37.45%
+224,676
+3.44%
$103.26
98.32% $204.79
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
+21.66%
+817,450
+3.60%
$29.70
59.56% $12.01
20.22%
TDG
TRANSDIGM GROUP INC
+16.31%
+46,148
+1.70%
$248.96
404.52% $1,256.05
12.15%
MCO
MOODY'S CORP
+11.31%
+105,075
+1.47%
$94.27
375.07% $447.85
14.46%
CHTR
CHARTER COMMUNICATIONS INC-A
-20.24%
-82,336
-3.52%
$287.92
49.35% $145.82
13.86%
V
VISA INC-CLASS A SHARES
-27.79%
-192,400
-2.23%
$78.02
313.21% $322.39
5.79%
SCHW
SCHWAB (CHARLES) CORP
-29.64%
-950,000
-5.56%
$39.47
130.81% $91.10
13.20%
DVA
DAVITA INC
-100.00%
-674,300
-6.61%
$66.07
215.82% $208.66
0.00%
46 of 297

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.