Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

10

Positions

$621.5M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2016

LBTYKXXXX

CHTR

TDG

MCO

SCHW

SBACXXXX

DVA

V

LILAKXXXX

NORD

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	CHTR	CHARTER COMMUNICATION INC N	14.97%	406,890	$93,031,000	NEW
2	LILAKXXXX	LIBERTY GLOBAL PLC	1.66%	318,160	$10,337,000