
Triple Frond Partners
AUM
$772.47M
Positions
9
Top Position
GOOG 19.9%
Top 10
100%
Largest New
Lam Research Corp
$36.97M
Biggest Increase
Microsoft Corporation
+26.3K shares
Largest Exit
Union Pacific Corporation
74.5K shares
Biggest Decrease
Charter Communications, Inc.
-110.3K shares