Triple Frond Partners·CIK 1454502
10
Positions
$916.9M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
| ▲ +0.9% |
| 3 | VRSN | 3.71% | $33,989,000 | ▲ +0.8% |
| 4 | MSFT | 7.69% | $70,494,000 | ▲ +0.3% |
| 5 | GWRE | 5.13% | $47,049,000 | ▲ +0.3% |
| 6 | CHTR | 25.19% | $231,021,000 | ▲ +0.3% |