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. | ASML | 118,917 | $157,069,000 | +12% | 16.31% | ||
| 2. | MSFT | 352,504 | $130,486,000 | 13.55% | |||
| 3. | TDG | 106,544 | $123,480,000 | +3% | 12.82% | ||
| 4. | GOOGL | 353,459 | $101,393,000 | 10.53% | |||
| 5. | AMZN | 478,534 | $99,664,000 | 10.35% |
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