Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$605K

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2022

CHTR

V

TDG

GOOG

MSFT

AMZN

MCO

VRSN

LRCXXXXX

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	GOOG	ALPHABET INC	12.07%	822,900	$73,016	▼ -1.9%
2	AMZN	AMAZON.COM INC	8.04%	579,136	$48,648