Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$1.0B

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2020

CHTR

MCO

GOOG

V

TDG

LBRDK

MA

GWRE

SPGI

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	SCHWAB CHARLES CORP	1.54%	412,300	$13,861,000	SOLD
2	TDG	TRANSDIGM GROUP INC	9.72%	228,074	$100,820,000