Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

10

Positions

$567.8M

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2022

CHTR

V

GOOG

TDG

MSFT

AMZN

MCO

VRSN

LRCXXXXX

GWRE

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	LRCXXXXX	LAM RESEARCH CORP	4.00%	62,060	$22,714,000	NEW
2	V	VISA INC	14.60%	466,776	$82,923,000