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	$173,105 25.14% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$145,614 21.15% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$127,462 18.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$92,693 13.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$59,142 8.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$52,547 7.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$38,013 5.52% of portfolio	-	1	-	-	0 Calls 0 Puts

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