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 2026-09-12 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 22.66% | - | 403,043 | $200.48M | $497.41 | |
| 2 | GOOG | ALPHABET INC | 13.01% | - | 648,905 | $115.11M | $177.39 | |
| 3 | TDG | TRANSDIGM GROUP INC | 12.69% | Reduce -19.9% | 73,794 | $112.21M | $1520.64 | |
| 4 | AMZN | AMAZON.COM INC | 12.08% | - | 487,191 | $106.89M | $219.39 | |
| 5 | META | META PLATFORMS INC | 9.19% | Add +43.6% | 110,200 | $81.34M | $738.09 | |
| 6 | LRCX | LAM RESEARCH CORP | 7.78% | - | 706,615 | $68.78M | $97.34 | |
| 7 | CHTR | CHARTER COMMUNICATIONS INC N | 7.42% | - | 160,480 | $65.61M | $408.81 | |
| 8 | ASML | ASML HOLDING N V | 7.18% | - | 79,300 | $63.55M | $801.39 | |
| 9 | MCO | MOODYS CORP | 4.63% | - | 81,627 | $40.94M | $501.59 | |
| 10 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3.36% | Add +30.7% | 3,156,000 | $29.7M | No quote | No quote |