Triple Frond Partners – Triple Frond Partners Portfolio | DataHeimdall

Triple Frond Partners

Triple Frond Partners·CIK 1454502

10

Positions

$740K

Portfolio Value

68

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2025

MSFT

TDG

GOOG

AMZN

CHTR

ASML

LRCX

META

MCO

CCC

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	V	VISA INC	14.66%	358,393	$113,266	SOLD
2	GOOG	ALPHABET INC	13.70%	648,905	$101,378