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 | 23.33% | - | 317,529 | $207.02M | $651.97 | |
| 2 | GOOG | ALPHABET INC | 15.22% | Reduce -5.0% | 46,671 | $135.05M | $2893.60 | |
| 3 | V | VISA INC | 13.55% | Add +22.1% | 554,983 | $120.27M | $216.71 | |
| 4 | TDG | TRANSDIGM GROUP INC | 10.50% | Add +14.0% | 146,400 | $93.15M | $636.28 | |
| 5 | MSFT | MICROSOFT CORP | 7.94% | Reduce -16.3% | 209,404 | $70.43M | $336.32 | |
| 6 | AMZN | AMAZON.COM INC | 7.80% | Reduce -5.0% | 20,767 | $69.24M | $3334.33 | |
| 7 | META | META PLATFORMS INC | 6.52% | Reduce -5.0% | 172,072 | $57.88M | $336.35 | |
| 8 | MCO | MOODYS CORP | 5.83% | Reduce -47.1% | 132,353 | $51.7M | $390.58 | |
| 9 | GWRE | GUIDEWIRE SOFTWARE INC | 4.81% | Reduce -5.0% | 376,070 | $42.7M | $113.53 | |
| 10 | VRSN | VERISIGN INC | 4.51% | Reduce -5.0% | 157,525 | $39.98M | $253.82 |