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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 18.08% | $140,243 |
14.87% |
| $115,348 |
| GOOG | 12.83% | $99,546 |
| V | 12.23% | $94,869 |
| AMZN | 12.10% | $93,851 |
| MSFT | 11.12% | $86,260 |
| MCO | 5.54% | $42,993 |
| LRCXXXXX | 5.14% | $39,896 |
| VRSN | 4.51% | $34,956 |
| KKR | 3.56% | $27,647 |