Triple Frond Partners is an interesting fund to follow through 13F filings. Here are their current holdings and previously held positions.
What are your thoughts on the portfolio?
I've been following them for a while. I like quality focused portfolios that are concentrated and have low turnover. Valley Forge is also worth following.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Lam Research(LRCX)$ $Visa(V)$ $Meta Platforms, Inc.(META)$ $Alibaba(BABA)$ $MSCI Inc(MSCI)$ $MasterCard(MA)$ $S&P Global(SPGI)$
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