Triple Frond Partners·CIK 1454502
10
Positions
$807.8M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 21.44% | $173,218,000 |
16.14% |
| $130,352,000 |
| V | 15.24% | $123,079,000 |
| TDG | 11.81% | $95,385,000 |
| AMZN | 8.38% | $67,699,000 |
| MSFT | 7.99% | $64,561,000 |
| MCO | 5.53% | $44,657,000 |
| META | 4.74% | $38,262,000 |
| GWRE | 4.40% | $35,584,000 |
| VRSN | 4.34% | $35,043,000 |