Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

10

Positions

$788K

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 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	CHTR	CHARTER COMMUNICATIONS INC N	21.30%	381,748	$167,900	▲ +3.2%
2	GOOG	ALPHABET INC	13.76%	822,900	$108,499