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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 18.40% | $154,712 |
| TDG |
14.44% |
| $121,374 |
| GOOG | 12.02% | $101,005 |
| V | 11.35% | $95,454 |
| MSFT | 10.23% | $85,983 |
| AMZN | 9.79% | $82,336 |
| MCO | 8.12% | $68,252 |
| LRCXXXXX | 5.78% | $48,609 |
| VRSN | 5.72% | $48,074 |
| CP | 4.15% | $34,853 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDKKR | $30,412 | 3.86% |