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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 22.57% | $147,626,000 |
| GOOG |
15.49% |
| $101,303,000 |
| V | 14.56% | $95,237,000 |
| TDG | 12.01% | $78,568,000 |
| MSFT | 10.15% | $66,362,000 |
| AMZN | 8.57% | $56,075,000 |
| MCO | 7.54% | $49,317,000 |
| VRSN | 5.06% | $33,083,000 |
| GWRE | 4.05% | $26,491,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDMETA | $38,262,000 | 4.74% |