
Triple Frond Partners
AUM
$739.95M
Positions
10
Top Position
MSFT 20.4%
Top 10
100%
Largest New
Asml Holding NV
$52.55M
Biggest Increase
Microsoft Corporation
+124.6K shares
Largest Exit
Canadian Pacific Kansas City Limited
404.4K shares
Biggest Decrease
Alphabet Inc
-158.4K shares