Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$674.3M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2016

LBTYKXXXX

MCO

CHTR

SCHW

SBACXXXX

TDG

V

NORD

MA

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	DVA	DAVITA INC	6.35%	674,300	$44,551,000	SOLD
2	V	VISA INC	5.79%	500,000	$39,010,000