TFP

Triple Frond Partners Portfolio holdings

AUM $885M
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 35.06%
2 Financials 20.47%
3 Technology 19.06%
4 Industrials 13.8%
5 Consumer Discretionary 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$168M 21.3%
381,748
2
$109M 13.8%
129,000
3
$108M 13.76%
822,900
4
$91.9M 11.66%
399,482
5
$91.5M 11.61%
719,936
6
$80M 10.15%
253,304
7
$39.1M 4.96%
123,644
8
$38.9M 4.93%
620,600
9
$31.3M 3.97%
154,694
10
$30.4M 3.86%
493,692