Triple Frond Partners·CIK 1454502
10
Positions
$887.4M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 23.33% | $207,019,000 |
15.22% |
| $135,047,000 |
| V | 13.55% | $120,270,000 |
| TDG | 10.50% | $93,151,000 |
| MSFT | 7.94% | $70,427,000 |
| AMZN | 7.80% | $69,244,000 |
| META | 6.52% | $57,877,000 |
| MCO | 5.83% | $51,695,000 |
| GWRE | 4.81% | $42,695,000 |
| VRSN | 4.51% | $39,983,000 |