As of Q1 2026, Triple Frond Partners reported 12 long-equity positions worth $962.9M in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| TRU | TRANSUNION COM | Add +48.4% | 5.88% | 817,828 | $56.59M | $69.19 | $65.23 - $89.12(17%)$83.33 -> $69.19 |
| META | META PLATFORMS INC | Add +20.8% | 6.99% | 117,628 | $67.3M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | Add +12.7% | 3.37% | 5,413,036 | $32.48M | — | - |
| ASML | ASML HOLDING N V | Add +11.4% | 16.31% | 118,917 | $157.07M | $1320.83 | $1133.48 - $1547.22(45%)$1163.78 -> $1320.83 |
| MA | MASTERCARD INC | New | 9.11% | 175,472 | $87.68M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| TDG | TRANSDIGM GROUP INC | Add +2.5% | 12.82% | 106,544 | $123.48M | $1158.96 | $1126.70 - $1463.03(10%)$1358.55 -> $1158.96 |
