Triple Frond Partners·CIK 1454502
9
Positions
$773K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | GOOG | 18.10% | $139,913 | ▲ +2.6% |
| 4 | AMZN | 14.39% | $111,196 | ▲ +2.1% |
| 5 | MSFT | 14.04% | $108,498 | ▲ +2% |
| 6 | CP | 3.48% | $26,922 | ▲ +0.6% |
| 7 | UNP | 2.38% | $18,363 | ▲ +0.4% |