Triple Frond Partners·CIK 1454502
10
Positions
$788K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 21.30% | $167,900 |
13.80% |
| $108,764 |
| GOOG | 13.76% | $108,499 |
| V | 11.66% | $91,885 |
| AMZN | 11.61% | $91,518 |
| MSFT | 10.15% | $79,981 |
| MCO | 4.96% | $39,093 |
| LRCXXXXX | 4.93% | $38,897 |
| VRSN | 3.97% | $31,330 |
| KKR | 3.86% | $30,412 |