Triple Frond Partners LLC Buys Alphabet Inc, Guidewire Software Inc, S&P Global Inc, Sells Charles Schwab Corp, Fox Corp, Liberty Global PLC

May 06, 2020

Seattle, WA, based Investment company Triple Frond Partners LLC (Current Portfolio) buys Alphabet Inc, Guidewire Software Inc, S&P Global Inc, sells Charles Schwab Corp, Fox Corp, Liberty Global PLC during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Triple Frond Partners LLC. As of 2020Q1, Triple Frond Partners LLC owns 10 stocks with a total value of $897 million. These are the details of the buys and sells.

New Purchases: GOOG, GWRE, SPGI,
Added Positions: V, MA, TDG,
Reduced Positions: SCHW, CHTR, MCO,
Sold Out: FOXA, LBTYK,

For the details of Triple Frond Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/triple+frond+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Triple Frond Partners LLC

Charter Communications Inc (CHTR) - 500,029 shares, 24.31% of the total portfolio. Shares reduced by 19.35%
Moody's Corporation (MCO) - 841,228 shares, 19.82% of the total portfolio. Shares reduced by 3.93%
Alphabet Inc (GOOG) - 90,120 shares, 11.68% of the total portfolio. New Position
Visa Inc (V) - 650,000 shares, 11.67% of the total portfolio. Shares added by 18.18%
TransDigm Group Inc (TDG) - 280,000 shares, 9.99% of the total portfolio. Shares added by 5.66%

New Purchase: Alphabet Inc (GOOG)

Triple Frond Partners LLC initiated holding in Alphabet Inc. The purchase prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82. The stock is now traded at around $1363.79. The impact to a portfolio due to this purchase was 11.68%. The holding were 90,120 shares as of .

New Purchase: Guidewire Software Inc (GWRE)

Triple Frond Partners LLC initiated holding in Guidewire Software Inc. The purchase prices were between $76.06 and $122.6, with an estimated average price of $104.94. The stock is now traded at around $93.02. The impact to a portfolio due to this purchase was 3.29%. The holding were 372,800 shares as of .

New Purchase: S&P Global Inc (SPGI)

Triple Frond Partners LLC initiated holding in S&P Global Inc. The purchase prices were between $192.05 and $311.16, with an estimated average price of $275.14. The stock is now traded at around $294.93. The impact to a portfolio due to this purchase was 0.77%. The holding were 28,100 shares as of .

Sold Out: Fox Corp (FOXA)

Triple Frond Partners LLC sold out a holding in Fox Corp. The sale prices were between $20.2 and $39.34, with an estimated average price of $33.14.

Sold Out: Liberty Global PLC (LBTYK)

Triple Frond Partners LLC sold out a holding in Liberty Global PLC. The sale prices were between $14.75 and $21.8, with an estimated average price of $18.87.

Here is the complete portfolio of Triple Frond Partners LLC. Also check out:

1. Triple Frond Partners LLC's Undervalued Stocks
2. Triple Frond Partners LLC's Top Growth Companies, and
3. Triple Frond Partners LLC's High Yield stocks
4. Stocks that Triple Frond Partners LLC keeps buying

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