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 | $236,578,000 | 21.11% | |||
| 2. | TDG | 106,544 | $141,921,000 | 12.67% | |||
| 3. | MSFT | 352,504 | $131,491,000 | 11.74% | |||
| 4. | AMZN | 432,420 | $103,063,000 | -10% | 9.2% | ||
| 5. | GOOGL | 291,544 | $103,011,000 | -18% | 9.19% |
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