Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

10

Positions

$776K

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2023

CHTR

TDG

GOOG

V

AMZN

MSFT

MCO

LRCXXXXX

VRSN

KKR

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	V	VISA INC	12.23%	399,482	$94,869	▼ -0.9%
2	CHTR	CHARTER COMMUNICATIONS INC N	18.08%	381,748	$140,243