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 10 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 26.49% | - | 500,029 | $312.19M | $624.34 | |
| 2 | MCO | MOODYS CORP | 15.10% | Reduce -5.6% | 613,828 | $177.92M | $289.85 | |
| 3 | GOOG | ALPHABET INC | 11.24% | - | 90,120 | $132.44M | $1469.60 | |
| 4 | V | VISA INC | 11.03% | - | 650,000 | $129.98M | $199.97 | |
| 5 | LBRDK | LIBERTY BROADBAND CORP | 9.29% | - | 766,579 | $109.52M | $142.87 | |
| 6 | TDG | TRANSDIGM GROUP INC | 7.67% | Reduce -16.6% | 190,274 | $90.4M | $475.12 | |
| 7 | MSFT | MICROSOFT CORP | 6.76% | New | 379,050 | $79.73M | $210.33 | |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 5.85% | Add +15.4% | 660,800 | $68.9M | $104.27 | |
| 9 | MA | MASTERCARD INCORPORATED | 5.72% | Reduce -28.1% | 199,425 | $67.44M | $338.17 | |
| 10 | SPGI | S&P GLOBAL INC | 0.86% | - | 28,100 | $10.13M | $360.61 |