Triple Frond Partners·CIK 1454502
10
Positions
$897.5M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| ▲ +1.9% |
| 3 | GWRE | 3.29% | $29,567,000 | NEW |
| 4 | LBRDK | 9.46% | $84,876,000 | ▲ +1.2% |
| 5 | SPGI | 0.77% | $6,886,000 | NEW |
| 6 | MA | 7.47% | $67,033,000 | ▲ +1.4% |
| 7 | V | 11.67% | $104,728,000 | ▲ +2.8% |