Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

11

Positions

$921.9M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2021

CHTR

GOOG

MCO

V

TDG

MSFT

META

GWRE

BABA

LBRDK

Others

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	V	VISA INC	11.53%	454,500	$106,271,000	▼ -0.4%
2	LBRDK	LIBERTY BROADBAND CORP	3.44%	182,379	$31,672,000