Portfolio (Quarterly)
Guide ↗
Triple Frond Partners LLC
· CIK 0001454502| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DASH | DOORDASH INC | Communication Services | 300,246.0 | $55K | 4.95% | NEW | — | $0.18 | +117144.6% |
| 2 | SPGI | S&P GLOBAL INC | Financial Services | 116,700.0 | $48K | 4.24% | NEW | — | $0.41 | +102547.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.3%
Communication Services
25.2%
Industrials
17.9%
Financial Services
12.3%
Consumer Cyclical
9.2%