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 11 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 15.27% | Add +16.0% | 461,645 | $134.17M | $290.63 | |
| 2 | TDG | TRANSDIGM GROUP INC | 14.39% | Reduce -14.4% | 102,682 | $126.46M | $1231.60 | |
| 3 | GOOG | ALPHABET INC | 13.49% | Add +8.6% | 778,300 | $118.5M | $152.26 | |
| 4 | AMZN | AMAZON.COM INC | 11.13% | - | 541,901 | $97.75M | $180.38 | |
| 5 | MSFT | MICROSOFT CORP | 10.95% | - | 228,654 | $96.2M | $420.72 | |
| 6 | V | VISA INC | 9.60% | Reduce -17.6% | 302,167 | $84.33M | $279.08 | |
| 7 | MCO | MOODYS CORP | 7.82% | - | 174,753 | $68.68M | $393.03 | |
| 8 | LRCX | LAM RESEARCH CORP | 5.81% | Reduce -15.4% | 52,530 | $51.04M | $971.58 | |
| 9 | VRSN | VERISIGN INC | 5.03% | - | 233,415 | $44.23M | $189.51 | |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | 4.42% | - | 440,844 | $38.87M | $88.17 | |
| 11 | UNP | UNION PAC CORP | 2.09% | New | 74,500 | $18.32M | $245.93 |