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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 25.62% | $210,061,000 |
| V |
15.95% |
| $130,801,000 |
| MCO | 13.23% | $108,500,000 |
| GOOG | 10.50% | $86,052,000 |
| LBRDK | 10.00% | $81,969,000 |
| TDG | 8.63% | $70,719,000 |
| MSFT | 6.78% | $55,616,000 |
| GWRE | 6.21% | $50,951,000 |
| VRSN | 3.07% | $25,187,000 |