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
- +11.42%
- 1-year
- +30.83%
- 3-year
- +86.80%
- 5-year
- +60.83%
- 3-year vs S&P 500
- +13.46%
- 5-year vs S&P 500
- -14.46%
- 5-year top 5
- +51.39%
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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC | New | 4.94% | 300,246 | $55.4M | $184.53 | $146.11 - $191.17(85%)$150.50 -> $184.53 |
| SPGI | S&P GLOBAL INC | New | 4.24% | 116,700 | $47.53M | $407.26 | $371.84 - $456.70(42%)$425.17 -> $385.30 |