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 12 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 22.01% | Add +35.9% | 627,525 | $187.61M | $298.96 | |
| 2 | GOOG | ALPHABET INC | 15.46% | Reduce -7.7% | 718,260 | $131.74M | $183.42 | |
| 3 | AMZN | AMAZON.COM INC | 12.29% | - | 541,901 | $104.72M | $193.25 | |
| 4 | MSFT | MICROSOFT CORP | 11.99% | - | 228,654 | $102.2M | $446.95 | |
| 5 | TDG | TRANSDIGM GROUP INC | 9.33% | Reduce -39.4% | 62,239 | $79.52M | $1277.61 | |
| 6 | MCO | MOODYS CORP | 7.45% | Reduce -13.7% | 150,787 | $63.47M | $420.93 | |
| 7 | V | VISA INC | 6.75% | Reduce -27.4% | 219,329 | $57.57M | $262.47 | |
| 8 | LRCX | LAM RESEARCH CORP | 6.56% | - | 52,530 | $55.94M | $1064.86 | |
| 9 | MSCI | MSCI INC | 3.27% | New | 57,920 | $27.9M | $481.75 | |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | 2.91% | Reduce -28.6% | 314,734 | $24.78M | $78.73 | |
| 11 | UNP | UNION PAC CORP | 1.98% | - | 74,500 | $16.86M | $226.25 | |
| 12 | VRSN | VERISIGN INC | - | Sold | 0 | $0 | No quote | No quote |