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 VRSN 2 stocks	$140,433 16.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$134,168 15.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$126,463 15.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$118,504 14.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$97,748 11.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$84,329 10.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$68,683 8.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology LRCX 1 stocks	$51,037 6.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$18,322 2.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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