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 baseline exposes an investor to a highly concentrated large-blend basket. Top5 concentration is 66.96% and top10 is 92.88%, with the largest positions MSFT at 17.72%, TDG at 14.36%, GOOGL at 11.53%, AMZN at 11.48%, and META at 6.68%.
The most useful baseline periods are 2024-09-30 and 2024-12-31. 2024-09-30 delivered 4.8% optimized return versus 2.76% for benchmark with 41.73 turnover, while 2024-12-31 delivered -0.18% versus -3.63% for benchmark with 18.04 turnover. That shows the baseline can outperform, but volatility and drawdowns remain meaningful.
A user should inspect sector concentration, lag risk, and turnover. The baseline has a 402 recovery day profile, max drawdown of -39.07%, and 363 trades with 2.451 total estimated cost in the strategy view, so copycat implementation risk and lag matter as much as raw return.