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
| Ticker | % Portfolio | Value |
|---|---|---|
| WAG | 16.54% | $27,137,000 |
| PGR |
14.44% |
| $23,696,000 |
| TEL | 13.67% | $22,430,000 |
| LTM | 10.85% | $17,811,000 |
| UNH | 8.10% | $13,292,000 |
| LAMRXXXX | 8.02% | $13,170,000 |
| ZNT | 7.84% | $12,865,000 |
| MINI | 7.70% | $12,636,000 |
| V107SC | 7.53% | $12,361,000 |
| BGFV | 2.86% | $4,698,000 |
| CSGP | 2.45% | $4,020,000 |