Triple Frond Partners·CIK 1454502
7
Positions
$391.5M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2015
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SCHW | 20.85% | $81,625,000 |
17.50% |
| $68,500,000 |
| TDG | 15.78% | $61,784,000 |
| LBTYKXXXX | 12.93% | $50,630,000 |
| PGR | 11.44% | $44,806,000 |
| DVA | 11.16% | $43,709,000 |
| MCO | 10.34% | $40,485,000 |