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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 19.92% | $136,517 |
13.87% |
| $95,079 |
| V | 13.14% | $90,067 |
| GOOG | 12.49% | $85,582 |
| AMZN | 10.85% | $74,362 |
| MSFT | 10.65% | $73,028 |
| MCO | 5.52% | $37,838 |
| VRSN | 4.98% | $34,131 |
| LRCXXXXX | 4.80% | $32,899 |
| KKR | 3.78% | $25,929 |