Triple Frond Partners·CIK 1454502
9
Positions
$819.9M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| 3 | MSFT | 6.78% | $55,616,000 | ▲ +0% |
| 4 | TDG | 8.63% | $70,719,000 | ▲ +1% |
| 5 | GWRE | 6.21% | $50,951,000 | ▲ +0.4% |
| 6 | V | 15.95% | $130,801,000 | ▲ +4.9% |