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 2026-05-10 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 | 18.08% | - | 381,748 | $140.24M | $367.37 | |
| 2 | TDG | TRANSDIGM GROUP INC | 14.87% | - | 129,000 | $115.35M | $894.17 | |
| 3 | GOOG | ALPHABET INC | 12.83% | - | 822,900 | $99.55M | $120.97 | |
| 4 | V | VISA INC | 12.23% | - | 399,482 | $94.87M | $237.48 | |
| 5 | AMZN | AMAZON.COM INC | 12.10% | - | 719,936 | $93.85M | $130.36 | |
| 6 | MSFT | MICROSOFT CORP | 11.12% | - | 253,304 | $86.26M | $340.54 | |
| 7 | MCO | MOODYS CORP | 5.54% | - | 123,644 | $42.99M | $347.72 | |
| 8 | LRCX | LAM RESEARCH CORP | 5.14% | - | 62,060 | $39.9M | $642.86 | |
| 9 | VRSN | VERISIGN INC | 4.51% | Reduce -4.2% | 154,694 | $34.96M | $225.97 | |
| 10 | KKR | KKR & CO INC | 3.56% | - | 493,692 | $27.65M | $56.00 |