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 | 21.30% | - | 381,748 | $167.9M | $439.82 | |
| 2 | TDG | TRANSDIGM GROUP INC | 13.80% | - | 129,000 | $108.76M | $843.13 | |
| 3 | GOOG | ALPHABET INC | 13.76% | - | 822,900 | $108.5M | $131.85 | |
| 4 | V | VISA INC | 11.66% | - | 399,482 | $91.89M | $230.01 | |
| 5 | AMZN | AMAZON.COM INC | 11.61% | - | 719,936 | $91.52M | $127.12 | |
| 6 | MSFT | MICROSOFT CORP | 10.15% | - | 253,304 | $79.98M | $315.75 | |
| 7 | MCO | MOODYS CORP | 4.96% | - | 123,644 | $39.09M | $316.17 | |
| 8 | LRCX | LAM RESEARCH CORP | 4.93% | - | 62,060 | $38.9M | $626.76 | |
| 9 | VRSN | VERISIGN INC | 3.97% | - | 154,694 | $31.33M | $202.53 | |
| 10 | KKR | KKR & CO INC | 3.86% | - | 493,692 | $30.41M | $61.60 |