Hedge Fund - Triple Frond Partners

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 836,850 $139,913,000 +17% 18.1%
2. TDG 82,673 $117,985,000 +33% 15.26%
3. AMZN 596,771 $111,196,000 +11% 14.38%
4. V 402,969 $110,796,000 +84% 14.33%
5. MSFT 252,144 $108,498,000 +11% 14.03%