Triple Frond Partners LLC Portfolio Holdings by Sector

Triple Frond Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOG 1 stocks	$139,913 18.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$117,985 15.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$111,196 14.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$110,796 14.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$108,498 14.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$87,741 11.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$51,440 6.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$18,363 2.46% of portfolio	-	-	-	-	0 Calls 0 Puts

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