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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 25.19% | $231,021,000 |
14.28% |
| $130,920,000 |
| V | 11.04% | $101,240,000 |
| MCO | 9.68% | $88,777,000 |
| TDG | 8.75% | $80,191,000 |
| AMZN | 7.83% | $71,801,000 |
| MSFT | 7.69% | $70,494,000 |
| META | 6.70% | $61,464,000 |
| GWRE | 5.13% | $47,049,000 |
| VRSN | 3.71% | $33,989,000 |