Triple Frond Partners·CIK 1454502
10
Positions
$776K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| 3 | GOOG | 12.83% | $99,546 | ▲ +0.3% |
| 4 | MSFT | 11.12% | $86,260 | ▲ +0.5% |
| 5 | LRCXXXXX | 5.14% | $39,896 | ▲ +0.3% |
| 6 | MCO | 5.54% | $42,993 | ▲ +0% |