Triple Frond Partners·CIK 1454502
10
Positions
$740K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| NEW |
| 3 | MSFT | 20.45% | $151,298 | ▲ +5.3% |
| 4 | TDG | 17.23% | $127,462 | ▲ +4.2% |
| 5 | CCC | 2.95% | $21,807 | NEW |
| 6 | LRCX | 6.94% | $51,371 | ▲ +2.2% |
| 7 | CHTR | 7.99% | $59,142 | ▲ +0.9% |