Triple Frond Partners·CIK 1454502
11
Positions
$921.9M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| 3 | META | 6.83% | $62,970,000 | ▲ +1.4% |
| 4 | TDG | 9.01% | $83,108,000 | ▲ +0.7% |
| 5 | MSFT | 7.35% | $67,738,000 | ▲ +0% |
| 6 | BABA | 4.19% | $38,655,000 | ▲ +0.4% |