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 reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC COM | Reduce -18.1% | 3.92% | 306,460 | $37.77M | $123.26 | $112.65 - $155.53(25%)$134.35 -> $123.26 |
| LYV | LIVE NATION ENTERTAINMENT IN | Reduce -8.2% | 3.72% | 234,765 | $35.8M | $152.51 | $136.42 - $168.54(50%)$145.31 -> $152.51 |
| LRCX | LAM RESEARCH CORP | Sold | — | 0 | $0 | — | - |
