Triple Frond Partners LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2023-06-30 (3.35% strategy return, -1.77% benchmark, 5.12% excess, 9.60% turnover), while the weakest was 2023-09-30 (3.97% strategy return, 10.11% benchmark, -6.14% excess, 12.10% turnover). Those periods should be read alongside baseline metrics of return 14.79%, alpha 0.82%, beta 1.05, Sharpe 0.76, Sortino 0.96, and max drawdown -39.07% to judge whether returns came from persistent exposure or a narrow timing window.
The latest change list shows MSFT unchanged to 20.10%; TDG unchanged to 16.29%; GOOGL unchanged to 13.08%. Combined with top 5 70.07%, top 10 96.20%, top 20 99.99%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
Concentration is the first item to inspect: top 5 70.07%, top 10 96.20%, top 20 99.99%. The largest names are MSFT (Microsoft Corporation) 20.10%, TDG (TransDigm Group Incorporated) 16.29%, GOOGL (Alphabet Inc.) 13.08%, AMZN (Amazon.com, Inc.) 13.02%, and META (Meta Platforms, Inc.) 7.58%, and the largest sector exposures are Information Technology 30.57%, Communication Services 28.75%, and Industrials 21.86%. If those exposures reverse, baseline performance can diverge sharply from a broad index.