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
| 3 | GWRE | 5.85% | $68,902,000 | ▼ -0.3% |
| 4 | GOOG | 11.24% | $132,440,000 | ▼ -1% |
| 5 | V | 11.03% | $129,981,000 | ▼ -1.1% |
| 6 | SPGI | 0.86% | $10,133,000 | ▼ -0% |
| 7 | MCO | 15.10% | $177,918,000 | ▼ -2.1% |