Triple Frond Partners·CIK 1454502
10
Positions
$885K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | LRCX | 7.78% | $68,782 | ▲ +0.8% |
| 4 | ASML | 7.18% | $63,550 | ▲ +0.1% |
| 5 | CCC | 3.36% | $29,698 | ▲ +0.4% |