Triple Frond Partners·CIK 1454502
11
Positions
$806.3M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| NEW |
| 3 | GOOG | 12.60% | $101,611,000 | ▲ +2.1% |
| 4 | MSFT | 7.31% | $58,954,000 | ▲ +0.5% |
| 5 | MCO | 13.84% | $111,629,000 | ▲ +0.6% |