Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$1.2B

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2019

CHTR

MCO

TDG

SCHW

V

LBRDK

FOXA

MA

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	10.85%	2,650,000	$126,034,000	▼ -1.8%
2	MA	MASTERCARD INCORPORATED	6.04%	235,000	$70,169,000