Triple Frond Partners·CIK 1454502
11
Positions
$852K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| 3 | GOOG | 15.46% | $131,743 | ▲ +2% |
| 4 | AMZN | 12.29% | $104,722 | ▲ +1.2% |
| 5 | MSFT | 11.99% | $102,197 | ▲ +1% |
| 6 | LRCXXXXX | 6.56% | $55,937 | ▲ +0.8% |