Triple Frond PartnersΒ·CIK 1454502
12
Positions
$962K
Portfolio Value
68
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation β Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MSFT | 17.72% | $170,478 |
14.36% |
| $138,163 |
| ASML | 11.87% | $114,238 |
| GOOG | 11.53% | $110,915 |
| AMZN | 11.48% | $110,455 |
| META | 6.68% | $64,277 |
| LRCX | 5.26% | $50,563 |
| ILMN | 5.10% | $49,075 |
| TRU | 4.91% | $47,261 |
| CCC | 3.97% | $38,200 |
| LYV | 3.79% | $36,460 |
| CHTR | 3.34% | $32,090 |