Triple Frond Partners: Stock Portfolio, Performance and Latest Trades
13F portfolio value
$1.1B
13 holdings at Q2 2026
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Triple Frond Partners' portfolio
As of Q2 2026, filed August 13, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 21.1% | $808.29 | +119% | $1,769.79 | No change | |
| 12.7% | $987.28 | +10.3% | $1,089.30 | No change | |
Microsoft Corp.MSFT | 11.7% | $305.48 | +71.1% | $522.61 | No change |
Amazon.com Inc.AMZN | 9.20% | $151.85 | +67.3% | $254.06 | Reduced −9.6% |
Alphabet Inc.GOOG | 9.19% | $87.42 | +295% | $344.86 | Reduced −18% |
| 8.04% | $526.66 | +9.1% | $574.76 | No change | |
| 5.91% | $637.58 | +13.1% | $720.89 | No change | |
TransunionTRU | 5.27% | $84.87 | −23.9% | $64.59 | No change |
Doordash Inc.DASH | 4.94% | $165.28 | +16.0% | $191.71 | New |
S&P Global Inc.SPGI | 4.24% | $422.30 | −4.6% | $402.73 | New |
| 3.24% | $143.72 | +19.2% | $171.34 | Reduced −16% | |
| 2.49% | $9.22 | −28.7% | $6.57 | No change | |
| 1.95% | $299.42 | −63.4% | $109.67 | No change |
Triple Frond Partners' buys and sells
No buys or sells in Q3 2023. Every position stayed the same.
Triple Frond Partners' portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Industrials | 48% |
| Communication Services | 17% |
| Technology | 14% |
| Consumer Discretionary | 12% |
| Financials | 8.0% |
Portfolio performance: Triple Frond Partners vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +65.5% | +10.6% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 83% of the portfolio value on average; the rest is left out of the return.
Triple Frond Partners' most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 16 | 17 | |
| 8 | 16 | |
| 6 | 13 | |
| 9 | 8 | |
| 8 | 7 | |
Alphabet Inc.GOOG | 3 | 11 |
| 6 | 8 | |
Amazon.com Inc.AMZN | 6 | 7 |
Microsoft Corp.MSFT | 6 | 6 |
| 5 | 4 | |
Verisign Inc.VRSN | 4 | 5 |
| 5 | 3 | |
| 3 | 5 | |
| 3 | 5 | |
| 2 | 5 |