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 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 19.90% | Reduce -3.5% | 807,314 | $153.75M | $190.44 | |
| 2 | MSFT | MICROSOFT CORP | 15.19% | Add +10.4% | 278,458 | $117.37M | $421.50 | |
| 3 | AMZN | AMAZON.COM INC | 15.05% | Reduce -11.2% | 529,991 | $116.28M | $219.39 | |
| 4 | V | VISA INC | 14.66% | Reduce -11.1% | 358,393 | $113.27M | $316.04 | |
| 5 | TDG | TRANSDIGM GROUP INC | 13.08% | Reduce -3.5% | 79,754 | $101.07M | $1267.28 | |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | 7.12% | Reduce -40.7% | 160,480 | $55.01M | $342.77 | |
| 7 | MCO | MOODYS CORP | 6.41% | Reduce -3.5% | 104,587 | $49.51M | $473.37 | |
| 8 | LRCX | LAM RESEARCH CORP | 4.79% | New | 511,765 | $36.97M | $72.23 | |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | 3.79% | Add +28.5% | 404,369 | $29.26M | $72.37 | |
| 10 | UNP | UNION PAC CORP | - | Sold | 0 | $0 | No quote | No quote |