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.
Get email alerts when Triple Frond Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 10 of 12 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 25.19% | - | 317,529 | $231.02M | $727.56 | |
| 2 | GOOG | ALPHABET INC | 14.28% | - | 49,120 | $130.92M | $2665.31 | |
| 3 | V | VISA INC | 11.04% | - | 454,500 | $101.24M | $222.75 | |
| 4 | MCO | MOODYS CORP | 9.68% | Reduce -16.3% | 250,000 | $88.78M | $355.11 | |
| 5 | TDG | TRANSDIGM GROUP INC | 8.75% | - | 128,394 | $80.19M | $624.57 | |
| 6 | AMZN | AMAZON.COM INC | 7.83% | New | 21,857 | $71.8M | $3285.03 | |
| 7 | MSFT | MICROSOFT CORP | 7.69% | - | 250,050 | $70.49M | $281.92 | |
| 8 | META | FACEBOOK INC | 6.70% | - | 181,100 | $61.46M | $339.39 | |
| 9 | GWRE | GUIDEWIRE SOFTWARE INC | 5.13% | - | 395,800 | $47.05M | $118.87 | |
| 10 | VRSN | VERISIGN INC | 3.71% | Add +42.4% | 165,790 | $33.99M | $205.01 | |
| 12 | LBRDK | LIBERTY BROADBAND CORP | - | Sold | 0 | $0 | No quote | No quote |
| 11 | BABA | ALIBABA GROUP HLDG LTD | - | Sold | 0 | $0 | No quote | No quote |