Triple Frond Partners LLC Portfolio Holdings by Sector

Triple Frond Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT CCCS 2 stocks	$230,176 28.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$196,446 24.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$112,214 13.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$106,885 13.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$65,606 8.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$63,550 7.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$40,943 5.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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