Triple Frond Partners·CIK 1454502
9
Positions
$605K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| 3 | TDG | 15.23% | $92,112 | ▲ +1.7% |
| 4 | MSFT | 10.05% | $60,747 | ▲ +0.6% |
| 5 | MCO | 7.28% | $44,021 | ▲ +0.5% |
| 6 | VRSN | 5.57% | $33,693 | ▲ +0.6% |
| 7 | LRCXXXXX | 4.31% | $26,084 | ▲ +0.3% |