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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 24.59% | $255,035,000 |
17.22% |
| $178,637,000 |
| GOOG | 12.28% | $127,395,000 |
| V | 12.10% | $125,560,000 |
| TDG | 9.72% | $100,820,000 |
| LBRDK | 9.16% | $95,025,000 |
| MA | 7.91% | $82,057,000 |
| GWRE | 6.12% | $63,495,000 |
| SPGI | 0.89% | $9,258,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDSCHW | $13,861,000 | 1.54% |