Triple Frond Partners·CIK 1454502
11
Positions
$918K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MSFT | 21.73% | $199,503 |
14.62% |
| $134,165 |
| AMZN | 12.93% | $118,667 |
| ASML | 11.76% | $107,913 |
| TDG | 8.18% | $75,080 |
| META | 8.13% | $74,653 |
| LRCX | 6.24% | $57,294 |
| CHTR | 4.81% | $44,149 |
| ILMN | 4.04% | $37,095 |
| TRU | 3.93% | $36,065 |
| CCC | 3.64% | $33,384 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDMCO | $40,943 | 4.63% |