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
| 3 | CHTR | 4.81% | $44,149 | ▼ -2.6% |
| 4 | LRCX | 6.24% | $57,294 | ▼ -1.5% |
| 5 | META | 8.13% | $74,653 | ▼ -1.1% |
| 6 | MSFT | 21.73% | $199,503 | ▼ -0.9% |