One of my favorite investment firms to follow is Triple Frond Partners.
- high concentration with only 10 positions
- all positions with high quality
- long-term oriented
- only a few transactions per year
In the last quarter they...
Added
- Meta $META (+7,71%)
- CCC Intelligent Solutions $CCCS (+0,32%)
Reduced
- TransDigm $TDG (+0,62%)
What do you think of these moves?
