Triple Frond Partners·CIK 1454502
9
Positions
$654.1M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| ▲ +0.2% |
| 3 | AMZN | 8.57% | $56,075,000 | ▲ +0.2% |
| 4 | MCO | 7.54% | $49,317,000 | ▲ +2% |
| 5 | VRSN | 5.06% | $33,083,000 | ▲ +0.7% |
| 6 | MSFT | 10.15% | $66,362,000 | ▲ +2.2% |