Hedge Fund - Triple Frond Partners
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MSFT | 352,504 | $170,478,000 | -9% | 17.72% | ||
| 2. | TDG | 103,894 | $138,163,000 | +83% | 14.36% | ||
| 3. | ASML | 106,778 | $114,238,000 | -5% | 11.87% | ||
| 4. | GOOGL | 353,459 | $110,915,000 | -36% | 11.53% | ||
| 5. | AMZN | 478,534 | $110,455,000 | -12% | 11.48% |
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