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 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 21.41% | - | 381,748 | $129.45M | $339.10 | |
| 2 | V | VISA INC | 16.04% | - | 466,776 | $96.98M | $207.76 | |
| 3 | TDG | TRANSDIGM GROUP INC | 15.23% | - | 146,291 | $92.11M | $629.65 | |
| 4 | GOOG | ALPHABET INC | 12.07% | - | 822,900 | $73.02M | $88.73 | |
| 5 | MSFT | MICROSOFT CORP | 10.04% | Add +10.3% | 253,304 | $60.75M | $239.82 | |
| 6 | AMZN | AMAZON.COM INC | 8.04% | Add +23.5% | 579,136 | $48.65M | $84.00 | |
| 7 | MCO | MOODYS CORP | 7.28% | - | 157,998 | $44.02M | $278.62 | |
| 8 | VRSN | VERISIGN INC | 5.57% | - | 164,004 | $33.69M | $205.44 | |
| 9 | LRCX | LAM RESEARCH CORP | 4.31% | - | 62,060 | $26.08M | $420.30 | |
| 10 | GWRE | GUIDEWIRE SOFTWARE INC | - | Sold | 0 | $0 | No quote | No quote |