Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

12

Positions

$262.2M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2010

TWC

PGR

LTM

MDTXXXX

CCE

WAG

HCC

DEO

TLCR

AKOA

Others

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	BAX	BAXTER INTL INC	8.99%	547,500	$22,250,000	SOLD
2	MCD	MCDONALDS CORP	4.15%	155,800	$10,262,000