Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

9

Positions

$772K

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2024

GOOG

MSFT

AMZN

V

TDG

CHTR

MCO

LRCX

CP

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	7.12%	160,480	$55,008	▼ -4.2%
2	UNP	UNION PAC CORP	2.38%	74,500	$18,363