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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 24.31% | $218,168,000 |
| MCO |
19.82% |
| $177,920,000 |
| GOOG | 11.68% | $104,792,000 |
| V | 11.67% | $104,728,000 |
| TDG | 9.99% | $89,653,000 |
| LBRDK | 9.46% | $84,876,000 |
| MA | 7.47% | $67,033,000 |
| GWRE | 3.29% | $29,567,000 |
| SCHW | 1.54% | $13,861,000 |
| SPGI | 0.77% | $6,886,000 |