Triple Frond Partners·CIK 1454502
10
Positions
$841K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| ▲ +3.2% |
| 3 | VRSN | 5.72% | $48,074 | ▲ +1.7% |
| 4 | TDG | 14.44% | $121,374 | ▲ +0.6% |
| 5 | LRCXXXXX | 5.78% | $48,609 | ▲ +0.9% |
| 6 | MSFT | 10.23% | $85,983 | ▲ +0.1% |