Triple Frond Partners·CIK 1454502
12
Positions
$196.5M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2010
Portfolio Value Over Time
16.07% |
| $31,573,000 |
| PGR | 15.54% | $30,544,000 |
| TWC | 13.57% | $26,655,000 |
| MDTXXXX | 10.36% | $20,351,000 |
| ZNT | 7.80% | $15,328,000 |
| MCD | 5.29% | $10,395,000 |
| DEO | 4.98% | $9,780,000 |
| AKOA | 2.72% | $5,336,000 |
| TIGO | 2.10% | $4,128,000 |
| MGRC | 0.58% | $1,143,000 |
| AKOB | 0.23% | $457,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDLAMRXXXX | $8,350,000 | 5.21% |