Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$865.7M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2019

CHTR

MCO

SCHW

TDG

V

LBRDK

MA

LBTYKXXXX

VRSK

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	SBAC	SBA COMMUNICATIONS CORP NEW	11.04%	557,690	$90,284,000	SOLD
2	VRSK	VERISK ANALYTICS INC	1.61%	104,718	$13,928,000