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 | 24.85% | - | 317,529 | $229.08M | $721.45 | |
| 2 | GOOG | ALPHABET INC | 13.35% | - | 49,120 | $123.11M | $2506.31 | |
| 3 | MCO | MOODYS CORP | 11.74% | Reduce -20.1% | 298,608 | $108.21M | $362.37 | |
| 4 | V | VISA INC | 11.53% | - | 454,500 | $106.27M | $233.82 | |
| 5 | TDG | TRANSDIGM GROUP INC | 9.01% | Add +12.4% | 128,394 | $83.11M | $647.29 | |
| 6 | MSFT | MICROSOFT CORP | 7.35% | - | 250,050 | $67.74M | $270.90 | |
| 7 | META | FACEBOOK INC | 6.83% | Add +21.1% | 181,100 | $62.97M | $347.71 | |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 4.84% | - | 395,800 | $44.62M | $112.72 | |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 4.19% | Add +25.8% | 170,450 | $38.66M | $226.78 | |
| 10 | LBRDK | LIBERTY BROADBAND CORP | 3.44% | Reduce -25.3% | 182,379 | $31.67M | $173.66 | |
| 11 | VRSN | VERISIGN INC | 2.87% | - | 116,390 | $26.5M | $227.69 |