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 10 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 20.40% | Add +21.2% | 381,748 | $115.8M | $303.35 | |
| 2 | V | VISA INC | 14.60% | Reduce -3.5% | 466,776 | $82.92M | $177.65 | |
| 3 | GOOG | ALPHABET INC | 13.94% | Reduce -11.2%20:1 split | 822,900 | $79.12M | $96.15 | |
| 4 | TDG | TRANSDIGM GROUP INC | 13.52% | Reduce -0.1% | 146,291 | $76.78M | $524.82 | |
| 5 | MSFT | MICROSOFT CORP | 9.42% | Reduce -11.1% | 229,654 | $53.49M | $232.90 | |
| 6 | AMZN | AMAZON.COM INC | 9.33% | Reduce -11.2% | 468,776 | $52.97M | $113.00 | |
| 7 | MCO | MOODYS CORP | 6.76% | Reduce -12.9% | 157,998 | $38.41M | $243.11 | |
| 8 | VRSN | VERISIGN INC | 5.02% | Reduce -17.1% | 164,004 | $28.49M | $173.70 | |
| 9 | LRCX | LAM RESEARCH CORP | 4.00% | New | 62,060 | $22.71M | $366.00 | |
| 10 | GWRE | GUIDEWIRE SOFTWARE INC | 3.01% | Reduce -25.6% | 277,612 | $17.1M | $61.58 |