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Triple Frond Partners Llc - Charles F. Pollnow IV

Triple Frond Partners Llc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Charles F. Pollnow IV

Charles F. Pollnow IV
Triple Frond Partners Llc

Hedge Fund Manager
Ranked #89 out of 487 Hedge Fund Managers

Portfolio Gain

+147.45%
Since Jan 2016

Sharpe Ratio

2.39
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$840.65M
Charles F. Pollnow IV manages more assets than 34% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+17.77%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
30.42% Communication Services
21.70% Technology
19.43% Financial
18.58% Industrial Goods
9.79% Consumer Cyclical
A breakdown of Triple Frond Partners Llc's portfolio by sector

Triple Frond Partners Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Amazon
Reduced
Consumer Cyclical
$136.99
($118.35-$155.63)
+19.31%
-24.73%
82.34M
9.79%
Canadian Pacific Kansas City
New
Industrial Goods
$74.67
($68.92-$80.41)
+6.33%
+100.00%
34.85M
4.14%
Charter Communications
Added
Communication Services
$408.39
($358.48-$458.30)
-33.61%
+4.27%
154.71M
18.40%
KKR & Co
Sold Out
Financial
$69.69
($53.72-$85.66)
+14.42%
-100.00%
0.00
0.00%
Lam Research
Not Changed
Technology
$687.86
($574.42-$801.29)
+16.72%
0.00%
48.61M
5.77%
Microsoft
Reduced
Technology
$347.76
($311.21-$384.30)
+9.72%
-9.73%
85.98M
10.21%
Moody's
Added
Financial
$347.88
($298.86-$396.91)
-3.66%
+41.34%
68.25M
8.10%
Transdigm Group
Reduced
Industrial Goods
$910.48
($802.46-$1.02K)
+21.16%
-6.99%
121.37M
14.44%
Verisign
Added
Technology
$204.68
($188.44-$220.91)
-11.84%
+50.89%
48.07M
5.72%
Visa
Reduced
Financial
$245.51
($227.78-$263.25)
+4.94%
-8.22%
95.45M
11.33%
See a list of Triple Frond Partners Llc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Triple Frond Partners Llc's performance with other Hedge Funds and the S&P 500

Triple Frond Partners Llc activity FAQ

What is Triple Frond Partners Llc’s portfolio gain since Jun 2013?
Triple Frond Partners Llc’s portfolio gain since Jun 2013 was 147.45%.
    What is Triple Frond Partners Llc’s Sharpe Ratio?
    Triple Frond Partners Llc’s Sharpe Ratio is 2.39.
      What is Triple Frond Partners Llc’s portfolio value?
      Triple Frond Partners Llc’s portfolio value is $840.65M.
        What is Triple Frond Partners Llc’s average return since the fund’s last 13F filing?
        Triple Frond Partners Llc’s average return since the fund’s last 13F filing is 2.27%.
          What was Triple Frond Partners Llc’s average return in the last 12 months?
          Triple Frond Partners Llc’s average return in the last 12 months was 31.47%.
            What was Triple Frond Partners Llc’s average return in the last 3 years?
            Triple Frond Partners Llc’s average return in the last 3 years was 17.77%.
              When was the most recent most recent 13F form submitted by Triple Frond Partners Llc?
              Triple Frond Partners Llc's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Charles F. Pollnow IV Net Worth?
                  Charles F. Pollnow IV is Managing Triple Frond Partners Llc which has a net worth of $840.65M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Charles F. Pollnow IV and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.