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 | 21.44% | - | 317,529 | $173.22M | $545.52 | |
| 2 | GOOG | ALPHABET INC | 16.14% | - | 46,671 | $130.35M | $2793.00 | |
| 3 | V | VISA INC | 15.24% | - | 554,983 | $123.08M | $221.77 | |
| 4 | TDG | TRANSDIGM GROUP INC | 11.81% | - | 146,400 | $95.39M | $651.54 | |
| 5 | AMZN | AMAZON.COM INC | 8.38% | - | 20,767 | $67.7M | $3259.93 | |
| 6 | MSFT | MICROSOFT CORP | 7.99% | - | 209,404 | $64.56M | $308.31 | |
| 7 | MCO | MOODYS CORP | 5.53% | - | 132,353 | $44.66M | $337.41 | |
| 8 | META | META PLATFORMS INC | 4.74% | - | 172,072 | $38.26M | $222.36 | |
| 9 | GWRE | GUIDEWIRE SOFTWARE INC | 4.40% | - | 376,070 | $35.58M | $94.62 | |
| 10 | VRSN | VERISIGN INC | 4.34% | - | 157,525 | $35.04M | $222.46 |