Triple Frond Partners·CIK 1454502
9
Positions
$1.0B
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| ▲ +2.8% |
| 3 | GOOG | 12.28% | $127,395,000 | ▲ +0.6% |
| 4 | V | 12.10% | $125,560,000 | ▲ +0.4% |
| 5 | MA | 7.91% | $82,057,000 | ▲ +0.4% |
| 6 | SPGI | 0.89% | $9,258,000 | ▲ +0.1% |