Hawk Hill Capital Partners LP

Taken From the combined 2020-03-31 13F-HR Filing of TRIPLE FROND PARTNERS LLC

Stock Symbol Security Type Shares Market Value
Charter Communications Inc CHTR SH 500029 218.168 Million
Moodys Corp MCO SH 841228 177.92 Million
Alphabet Inc. Class C GOOG SH 90120 104.792 Million
VISA Inc V SH 650000 104.728 Million
TransDigm Group Inc TDG SH 280000 89.653 Million
Liberty Broadband Corp Class C LBRDK SH 766579 84.876 Million
Mastercard Inc MA SH 277500 67.033 Million
Guidewire Software, Inc. GWRE SH 372800 29.567 Million
Charles Schwab Corp SCHW SH 412300 13.861 Million
S&P Global Inc. (McGraw-Hill Inc.) SPGI SH 28100 6.886 Million

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