Top Funds / Triple Frond Partners LLC


Charles F. Pollnow

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
CHARTER COMMUNICATIONS, INC. /MO/ CL A 317,529 $210,061,000 25.62% -182,500 -$102,127,000
VISA INC. CL A 598,000 $130,801,000 15.95% -52,000 +$820,000
MOODYS CORP /DE/ 373,828 $108,500,000 13.23% -240,000 -$69,418,000
Alphabet Inc. CAP STK CL C 49,120 $86,052,000 10.50% -41,000 -$46,388,000
Liberty Broadband Corp SER C 517,579 $81,969,000 10.00% -249,000 -$27,552,000
TransDigm Group INC 114,274 $70,719,000 8.63% -76,000 -$19,684,000
MICROSOFT CORP 250,050 $55,616,000 6.78% -129,000 -$24,110,000
Guidewire Software, Inc. 395,800 $50,951,000 6.21% -265,000 -$17,951,000
VERISIGN INC/CA 116,390 $25,187,000 3.07% New +$25,187,000
S&P Global Inc. 0 $0 0% Closed -$10,133,000
Mastercard Inc CL A 0 $0 0% Closed -$67,439,000