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TFP

Triple Frond Partners Portfolio holdings

AUM $963M
1-Year Est. Return 27.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$918M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$38.7M
3
+$25.3M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
CCC
CCC Intelligent Solutions
CCC
+$4.92M

Top Sells

1
+$40.9M
2
+$29.5M
3
+$24.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
5
MSFT icon
Microsoft
MSFT
+$9.11M

Sector Composition

1 Technology 43.37%
2 Communication Services 27.56%
3 Consumer Discretionary 12.93%
4 Industrials 8.18%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$200M 21.73%
385,178
-17,865
2
$134M 14.62%
550,874
-98,031
3
$119M 12.93%
540,451
+53,260
4
$108M 11.76%
111,470
+32,170
5
$75.1M 8.18%
56,964
-16,830
6
$74.7M 8.13%
101,655
-8,545
7
$57.3M 6.24%
427,890
-278,725
8
$44.1M 4.81%
160,480
9
$37.1M 4.04%
+390,600
10
$36.1M 3.93%
+430,470
11
$33.4M 3.64%
3,664,500
+508,500
12
– –
-81,627