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
| Ticker | % Portfolio | Value |
|---|---|---|
| MSFT | 20.45% | $151,298 |
| TDG |
17.23% |
| $127,462 |
| GOOG | 13.70% | $101,378 |
| AMZN | 12.53% | $92,693 |
| CHTR | 7.99% | $59,142 |
| ASML | 7.10% | $52,547 |
| LRCX | 6.94% | $51,371 |
| META | 5.98% | $44,236 |
| MCO | 5.14% | $38,013 |
| CCC | 2.95% | $21,807 |