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 12 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 20.45% | Add +44.7% | 403,043 | $151.3M | $375.39 | |
| 2 | TDG | TRANSDIGM GROUP INC | 17.23% | Add +15.5% | 92,144 | $127.46M | $1383.29 | |
| 3 | GOOG | ALPHABET INC | 13.70% | Reduce -19.6% | 648,905 | $101.38M | $156.23 | |
| 4 | AMZN | AMAZON.COM INC | 12.53% | Reduce -8.1% | 487,191 | $92.69M | $190.26 | |
| 5 | CHTR | CHARTER COMMUNICATIONS INC N | 7.99% | - | 160,480 | $59.14M | $368.53 | |
| 6 | ASML | ASML HOLDING N V | 7.10% | New | 79,300 | $52.55M | $662.64 | |
| 7 | LRCX | LAM RESEARCH CORP | 6.94% | Add +38.1% | 706,615 | $51.37M | $72.70 | |
| 8 | META | META PLATFORMS INC | 5.98% | New | 76,750 | $44.24M | $576.36 | |
| 9 | MCO | MOODYS CORP | 5.14% | Reduce -21.9% | 81,627 | $38.01M | $465.69 | |
| 10 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 2.95% | New | 2,415,000 | $21.81M | No quote | No quote |
| 12 | V | VISA INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | CP | CANADIAN PACIFIC KANSAS CITY | - | Sold | 0 | $0 | No quote | No quote |