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
13.01% |
| $115,109 |
| TDG | 12.69% | $112,214 |
| AMZN | 12.08% | $106,885 |
| META | 9.19% | $81,337 |
| LRCX | 7.78% | $68,782 |
| CHTR | 7.42% | $65,606 |
| ASML | 7.18% | $63,550 |
| MCO | 4.63% | $40,943 |
| CCC | 3.36% | $29,698 |