Hedge Fund - Triple Frond Partners
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | GOOGL | 807,314 | $153,745,000 | -4% | 19.9% | ||
| 2. | MSFT | 278,458 | $117,370,000 | +11% | 15.19% | ||
| 3. | AMZN | 529,991 | $116,275,000 | -12% | 15.05% | ||
| 4. | V | 358,393 | $113,266,000 | -12% | 14.66% | ||
| 5. | TDG | 79,754 | $101,071,000 | -4% | 13.08% |
