Triple Frond Partners·CIK 1454502
12
Positions
$962K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | ILMN | 5.10% | $49,075 | ▲ +1.1% |
| 4 | TRU | 4.91% | $47,261 | ▲ +1% |
| 5 | ASML | 11.87% | $114,238 | ▲ +0.1% |
| 6 | CCC | 3.97% | $38,200 | ▲ +0.3% |