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	$153,745 21.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$117,370 16.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$116,275 16.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$113,266 16.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$101,071 14.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$55,008 7.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$49,508 7.01% of portfolio	-	1	-	-	0 Calls 0 Puts

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