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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 24.30% | $195,922,000 |
13.84% |
| $111,629,000 |
| GOOG | 12.60% | $101,611,000 |
| V | 11.93% | $96,232,000 |
| TDG | 8.33% | $67,184,000 |
| MSFT | 7.31% | $58,954,000 |
| META | 5.46% | $44,032,000 |
| GWRE | 4.99% | $40,225,000 |
| LBRDK | 4.55% | $36,663,000 |
| BABA | 3.81% | $30,722,000 |
| VRSN | 2.87% | $23,134,000 |