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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 24.85% | $229,081,000 |
13.35% |
| $123,110,000 |
| MCO | 11.74% | $108,207,000 |
| V | 11.53% | $106,271,000 |
| TDG | 9.01% | $83,108,000 |
| MSFT | 7.35% | $67,738,000 |
| META | 6.83% | $62,970,000 |
| GWRE | 4.84% | $44,615,000 |
| BABA | 4.19% | $38,655,000 |
| LBRDK | 3.44% | $31,672,000 |
| VRSN | 2.87% | $26,501,000 |