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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 22.01% | $187,605 |
| GOOG |
15.46% |
| $131,743 |
| AMZN | 12.29% | $104,722 |
| MSFT | 11.99% | $102,197 |
| TDG | 9.33% | $79,517 |
| MCO | 7.45% | $63,471 |
| V | 6.75% | $57,567 |
| LRCXXXXX | 6.56% | $55,937 |
| MSCI | 3.27% | $27,903 |
| CP | 2.91% | $24,779 |
| UNP | 1.98% | $16,856 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDVRSN | $44,234 | 5.03% |