Triple Frond Partners·CIK 1454502
11
Positions
$164.1M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2008
Portfolio Value Over Time
| NEW |
| 3 | TEL | 13.67% | $22,430,000 | NEW |
| 4 | LTM | 10.85% | $17,811,000 | NEW |
| 5 | UNH | 8.10% | $13,292,000 | NEW |
| 6 | LAMRXXXX | 8.02% | $13,170,000 | NEW |
| 7 | ZNT | 7.84% | $12,865,000 | NEW |
| 8 | MINI | 7.70% | $12,636,000 | NEW |
| 9 | V107SC | 7.53% | $12,361,000 | NEW |
| 10 | BGFV | 2.86% | $4,698,000 | NEW |
| 11 | CSGP | 2.45% | $4,020,000 | NEW |