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. | MSFT | 385,178 | $199,503,000 | -5% | 21.73% | ||
| 2. | GOOGL | 550,874 | $134,165,000 | -16% | 14.62% | ||
| 3. | AMZN | 540,451 | $118,667,000 | +11% | 12.93% | ||
| 4. | ASML | 111,470 | $107,913,000 | +41% | 11.76% | ||
| 5. | TDG | 56,964 | $75,080,000 | -23% | 8.18% |
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