Triple Frond Partners·CIK 1454502
10
Positions
$567.8M
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 20.40% | $115,803,000 |
| V |
14.60% |
| $82,923,000 |
| GOOG | 13.94% | $79,122,000 |
| TDG | 13.52% | $76,776,000 |
| MSFT | 9.42% | $53,486,000 |
| AMZN | 9.33% | $52,972,000 |
| MCO | 6.77% | $38,411,000 |
| VRSN | 5.02% | $28,488,000 |
| LRCXXXXX | 4.00% | $22,714,000 |
| GWRE | 3.01% | $17,095,000 |