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 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 25.62% | Reduce -36.5% | 317,529 | $210.06M | $661.55 | |
| 2 | V | VISA INC | 15.95% | Reduce -8.0% | 598,000 | $130.8M | $218.73 | |
| 3 | MCO | MOODYS CORP | 13.23% | Reduce -39.1% | 373,828 | $108.5M | $290.24 | |
| 4 | GOOG | ALPHABET INC | 10.50% | Reduce -45.5% | 49,120 | $86.05M | $1751.87 | |
| 5 | LBRDK | LIBERTY BROADBAND CORP | 10.00% | Reduce -32.5% | 517,579 | $81.97M | $158.37 | |
| 6 | TDG | TRANSDIGM GROUP INC | 8.63% | Reduce -39.9% | 114,274 | $70.72M | $618.85 | |
| 7 | MSFT | MICROSOFT CORP | 6.78% | Reduce -34.0% | 250,050 | $55.62M | $222.42 | |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 6.21% | Reduce -40.1% | 395,800 | $50.95M | $128.73 | |
| 9 | VRSN | VERISIGN INC | 3.07% | New | 116,390 | $25.19M | $216.40 | |
| 11 | SPGI | S&P GLOBAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 10 | MA | MASTERCARD INCORPORATED | - | Sold | 0 | $0 | No quote | No quote |