Triple Frond Partners·CIK 1454502
10
Positions
$685K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| ▲ +2.8% |
| 3 | GOOG | 12.49% | $85,582 | ▲ +0.4% |
| 4 | MSFT | 10.65% | $73,028 | ▲ +0.6% |
| 5 | LRCXXXXX | 4.80% | $32,899 | ▲ +0.5% |