Managers / Q4 2020 · view latest →
Triple Frond Partners LLC
CIK 0001454502 · 1300 EVANS AVENUE, NO. 880154, SAN FRANCISCO, CA, 94188 · 415-392-3600
Summary
Triple Frond Partners LLC reported $820M in U.S.-listed holdings across 9 positions for Q4 2020.
The portfolio is heavily concentrated: CHTR alone accounts for 25.6% of reported value.
Compared with Q3 2020, the fund opened 1 new position and exited 2.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 100.0% · $820M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2020 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VRSNVERISIGN INC | NEW | +116.4K | 116.4K | +$25M | $25M |
| MAMASTERCARD INCORPORATED | SOLD OUT | −199.4K | 0 | −$67M | $0 |
| SPGIS&P GLOBAL INC | SOLD OUT | −28.1K | 0 | −$10M | $0 |
| GOOGALPHABET INC | TRIMMED | −41.0K | 49.1K | −$46M | $86M |
| GWREGUIDEWIRE SOFTWARE INC | TRIMMED | −265.0K | 395.8K | −$18M | $51M |
| TDGTRANSDIGM GROUP INC | TRIMMED | −76.0K | 114.3K | −$20M | $71M |
| MCOMOODYS CORP | TRIMMED | −240.0K | 373.8K | −$69M | $109M |
| CHTRCHARTER COMMUNICATIONS INC N | TRIMMED | −182.5K | 317.5K | −$102M | $210M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2020
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC Nhistory → | CL A | 25.62% | $210M | 317.5K |
| 2 | VVISA INChistory → | COM CL A | 15.95% | $131M | 598.0K |
| 3 | MCOMOODYS CORPhistory → | COM | 13.23% | $109M | 373.8K |
| 4 | GOOGALPHABET INChistory → | CAP STK CL C | 10.50% | $86M | 49.1K |
| 5 | LBRDKLIBERTY BROADBAND CORPhistory → | COM SER C | 10.00% | $82M | 517.6K |
| 6 | TDGTRANSDIGM GROUP INChistory → | COM | 8.63% | $71M | 114.3K |
| 7 | MSFTMICROSOFT CORPhistory → | COM | 6.78% | $56M | 250.1K |
| 8 | GWREGUIDEWIRE SOFTWARE INChistory → | COM | 6.21% | $51M | 395.8K |
| 9 | VRSNVERISIGN INChistory → | COM | 3.07% | $25M | 116.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $963M | 12 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $962M | 12 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $918M | 11 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $885M | 10 | Aug 15, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2025 | $740M | 10 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $772M | 9 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $773M | 9 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $852M | 11 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $879M | 11 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $841M | 10 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $788M | 10 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $776M | 10 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $685M | 10 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $605M | 9 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $568M | 10 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $654M | 9 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $808M | 10 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $887M | 10 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $917M | 10 | Nov 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $922M | 11 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $806M | 11 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $820M | 9 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.2B | 10 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.0B | 9 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $897M | 10 | May 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.2B | 9 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.0B | 9 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $989M | 9 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $866M | 9 | May 10, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Hawk Hill Capital Partners LP028-13332
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.