Triple Frond Partners
As of Q1 2026, Triple Frond Partners reported 12 long-equity positions worth $962.9M in aggregate.
Copy-investor backtest
- Latest quarter
- +7.62%
- 1-year
- +29.46%
- 3-year
- +96.51%
- 3-year top 5
- +83.38%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 22.57% | Reduce -0.8% | 315,083 | $147.63M | $468.53 | |
| 2 | GOOG | ALPHABET INC | 15.49% | Reduce -0.8% | 46,311 | $101.3M | $2187.45 | |
| 3 | V | VISA INC | 14.56% | Reduce -12.8% | 483,707 | $95.24M | $196.89 | |
| 4 | TDG | TRANSDIGM GROUP INC | 12.01% | - | 146,400 | $78.57M | $536.67 | |
| 5 | MSFT | MICROSOFT CORP | 10.15% | Add +23.4% | 258,387 | $66.36M | $256.83 | |
| 6 | AMZN | AMAZON.COM INC | 8.57% | Add +27.1%20:1 split | 527,960 | $56.08M | $106.21 | |
| 7 | MCO | MOODYS CORP | 7.54% | Add +37.0% | 181,333 | $49.32M | $271.97 | |
| 8 | VRSN | VERISIGN INC | 5.06% | Add +25.5% | 197,711 | $33.08M | $167.33 | |
| 9 | GWRE | GUIDEWIRE SOFTWARE INC | 4.05% | Reduce -0.8% | 373,172 | $26.49M | $70.99 | |
| 10 | META | META PLATFORMS INC | - | Sold | 0 | $0 | No quote | No quote |