Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

7

Positions

$472.6M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2015

SCHW

CHTRXXXX

LBTYKXXXX

TDG

MCO

DVA

PGR

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	LBTYKXXXX	LIBERTY GLOBAL PLC	15.62%	1,800,000	$73,836,000	▲ +2.7%
2	MCO	MOODYS CORP	12.99%	625,000	$61,375,000