Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$773K

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2024

GOOG

TDG

AMZN

V

MSFT

CHTR

MCO

CP

UNP

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	CHTR	CHARTER COMMUNICATIONS INC N	11.35%	270,740	$87,741	▼ -10.7%
2	LRCXXXXX	LAM RESEARCH CORP	6.56%	52,530	$55,937