Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$1.0B

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2019

CHTR

MCO

SCHW

TDG

V

LBRDK

MA

FOXA

LBTYKXXXX

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	SCHW	THE CHARLES SCHWAB CORPORATION	12.62%	3,150,000	$131,764,000	▲ +1.9%
2	TDG	TRANSDIGM GROUP INC	11.22%	225,000	$117,151,000