Triple Frond Partners·CIK 1454502
11
Positions
$879K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| ▲ +1.5% |
| 3 | AMZN | 11.13% | $97,748 | ▲ +1.3% |
| 4 | MSFT | 10.95% | $96,199 | ▲ +0.7% |
| 5 | CP | 4.42% | $38,869 | ▲ +0.3% |
| 6 | LRCXXXXX | 5.81% | $51,037 | ▲ +0% |