Triple Frond Partners·CIK 1454502
10
Positions
$1.2B
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 26.49% | $312,188,000 |
15.10% |
| $177,918,000 |
| GOOG | 11.24% | $132,440,000 |
| V | 11.03% | $129,981,000 |
| LBRDK | 9.29% | $109,521,000 |
| TDG | 7.67% | $90,403,000 |
| MSFT | 6.76% | $79,726,000 |
| GWRE | 5.85% | $68,902,000 |
| MA | 5.72% | $67,439,000 |
| SPGI | 0.86% | $10,133,000 |