Triple Frond Partners
As of Q2 2026, Triple Frond Partners reported 13 long-equity positions worth $1.12B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.56%
- 1-year
- +31.94%
- 3-year
- +88.38%
- 5-year
- +62.21%
- 3-year vs S&P 500
- +15.57%
- 5-year vs S&P 500
- -12.54%
- 5-year top 5
- +51.22%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-08-13 from SEC 13F data.
Live quotes available for 12 of 14 rows. Rows without a quote are marked unavailable.
| 1 | ASML | ASML HOLDING N V | 21.11% | - | 118,917 | $236.58M | $1989.44 | |
| 2 | TDG | TRANSDIGM GROUP INC | 12.67% | - | 106,544 | $141.92M | $1332.04 | |
| 3 | MSFT | MICROSOFT CORP | 11.74% | - | 352,504 | $131.49M | $373.02 | |
| 4 | AMZN | AMAZON.COM INC | 9.20% | Reduce -9.6% | 432,420 | $103.06M | $238.34 | |
| 5 | GOOG | ALPHABET INC | 9.19% | Reduce -17.5% | 291,544 | $103.01M | $353.33 | |
| 6 | MA | MASTERCARD INC | 8.04% | - | 175,472 | $90.12M | $513.60 | |
| 7 | META | META PLATFORMS INC | 5.91% | - | 117,628 | $66.26M | $563.29 | |
| 8 | TRU | TRANSUNION COM | 5.27% | - | 817,828 | $59M | $72.14 | |
| 9 | DASH | DOORDASH INC | 4.94% | New | 300,246 | $55.4M | $184.53 | |
| 10 | SPGI | S&P GLOBAL INC | 4.24% | New | 116,700 | $47.53M | $407.26 | |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 3.24% | Reduce -15.6% | 198,262 | $36.3M | $183.11 | |
| 12 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 2.49% | - | 5,413,036 | $27.93M | No quote | No quote |
| 13 | CHTR | CHARTER COMMUNICATIONS INC N | 1.95% | - | 153,725 | $21.86M | $142.21 | |
| 14 | ILMN | ILLUMINA INC COM | - | Sold | 0 | $0 | No quote | No quote |