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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 15.27% | $134,168 |
| TDG |
14.39% |
| $126,463 |
| GOOG | 13.49% | $118,504 |
| AMZN | 11.13% | $97,748 |
| MSFT | 10.95% | $96,199 |
| V | 9.60% | $84,329 |
| MCO | 7.82% | $68,683 |
| LRCXXXXX | 5.81% | $51,037 |
| VRSN | 5.03% | $44,234 |
| CP | 4.42% | $38,869 |
| UNP | 2.09% | $18,322 |