Triple Frond Partners·CIK 1454502
9
Positions
$772K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GOOG | 19.90% | $153,745 |
15.19% |
| $117,370 |
| AMZN | 15.05% | $116,275 |
| V | 14.66% | $113,266 |
| TDG | 13.08% | $101,071 |
| CHTR | 7.12% | $55,008 |
| MCO | 6.41% | $49,508 |
| LRCX | 4.79% | $36,965 |
| CP | 3.79% | $29,264 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDUNP | $18,363 | 2.38% |