Triple Frond Partners·CIK 1454502
13
Positions
$247.4M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2010
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TWC | 12.63% | $31,248,000 |
| PGR |
12.11% |
| $29,952,000 |
| WAG | 11.87% | $29,370,000 |
| LTM | 11.78% | $29,139,000 |
| MDTXXXX | 9.31% | $23,030,000 |
| BAX | 8.99% | $22,250,000 |
| CCE | 7.84% | $19,395,000 |
| HCC | 7.51% | $18,570,000 |
| DEO | 7.48% | $18,508,000 |
| MCD | 4.15% | $10,262,000 |
| AKOA | 3.72% | $9,212,000 |
| MGRC | 2.28% | $5,631,000 |
| AKOB | 0.33% | $820,000 |