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 11 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 24.30% | - | 317,529 | $195.92M | $617.02 | |
| 2 | MCO | MOODYS CORP | 13.84% | - | 373,828 | $111.63M | $298.61 | |
| 3 | GOOG | ALPHABET INC | 12.60% | - | 49,120 | $101.61M | $2068.63 | |
| 4 | V | VISA INC | 11.93% | Reduce -24.0% | 454,500 | $96.23M | $211.73 | |
| 5 | TDG | TRANSDIGM GROUP INC | 8.33% | - | 114,274 | $67.18M | $587.92 | |
| 6 | MSFT | MICROSOFT CORP | 7.31% | - | 250,050 | $58.95M | $235.77 | |
| 7 | META | FACEBOOK INC | 5.46% | New | 149,500 | $44.03M | $294.53 | |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 4.99% | - | 395,800 | $40.23M | $101.63 | |
| 9 | LBRDK | LIBERTY BROADBAND CORP | 4.55% | Reduce -52.8% | 244,179 | $36.66M | $150.15 | |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 3.81% | New | 135,500 | $30.72M | $226.73 | |
| 11 | VRSN | VERISIGN INC | 2.87% | - | 116,390 | $23.13M | $198.76 |