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 10 of 12 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 21.73% | Reduce -4.4% | 385,178 | $199.5M | $517.95 | |
| 2 | GOOG | ALPHABET INC | 14.62% | Reduce -15.1% | 550,874 | $134.17M | $243.55 | |
| 3 | AMZN | AMAZON.COM INC | 12.93% | Add +10.9% | 540,451 | $118.67M | $219.57 | |
| 4 | ASML | ASML HOLDING N V | 11.76% | Add +40.6% | 111,470 | $107.91M | $968.09 | |
| 5 | TDG | TRANSDIGM GROUP INC | 8.18% | Reduce -22.8% | 56,964 | $75.08M | $1318.03 | |
| 6 | META | META PLATFORMS INC | 8.13% | Reduce -7.8% | 101,655 | $74.65M | $734.38 | |
| 7 | LRCX | LAM RESEARCH CORP | 6.24% | Reduce -39.5% | 427,890 | $57.29M | $133.90 | |
| 8 | CHTR | CHARTER COMMUNICATIONS INC N | 4.81% | - | 160,480 | $44.15M | $275.11 | |
| 9 | ILMN | ILLUMINA INC COM | 4.04% | New | 390,600 | $37.1M | $94.97 | |
| 10 | TRU | TRANSUNION COM | 3.93% | New | 430,470 | $36.07M | $83.78 | |
| 11 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3.64% | Add +16.1% | 3,664,500 | $33.38M | No quote | No quote |
| 12 | MCO | MOODYS CORP | - | Sold | 0 | $0 | No quote | No quote |