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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | Reduce -17.5% | 9.19% | 291,544 | $103.01M | $353.33 | $287.57 - $404.47(56%)$294.90 -> $353.33 |
| ILMN | ILLUMINA INC COM | Sold | — | 0 | $0 | — | - |
| AMZN | AMAZON.COM INC | Reduce -9.6% | 9.20% | 432,420 | $103.06M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.34 |
| LYV | LIVE NATION ENTERTAINMENT IN | Reduce -15.6% | 3.24% | 198,262 | $36.3M | $183.11 | $149.26 - $184.86(95%)$152.63 -> $183.11 |