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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 21.41% | $129,451 |
16.04% |
| $96,977 |
| TDG | 15.23% | $92,112 |
| GOOG | 12.07% | $73,016 |
| MSFT | 10.05% | $60,747 |
| AMZN | 8.04% | $48,648 |
| MCO | 7.28% | $44,021 |
| VRSN | 5.57% | $33,693 |
| LRCXXXXX | 4.31% | $26,084 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDGWRE | $17,095,000 | 3.01% |