Skip to main content
AlphaBaseline
Focused investors/Triple Frond Partners

Triple Frond Partners

As of Q1 2026, Triple Frond Partners reported 12 long-equity positions worth $962.9M in aggregate.

Get email alerts when Triple Frond Partners files a new 13F — sign in or create a free account.

Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Technology: 29.9% ($287.56M)Communication Services: 24.7% ($237.68M)Financial Services: 15.0% ($144.26M)Industrials: 12.8% ($123.48M)Consumer Cyclical: 10.4% ($99.66M)Healthcare: 3.9% ($37.77M)Unclassified: 3.4% ($32.48M)

Sector breakdown

  • Technology(2)29.9%
  • Communication Services(4)24.7%
  • Financial Services(2)15.0%
  • Industrials(1)12.8%
  • Consumer Cyclical(1)10.4%
  • Healthcare(1)3.9%
  • Unclassified(1)3.4%