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
| Company | Action | Shares change | Value now |
|---|---|---|---|
| Added +41% | +32,170 | $107.9M | |
| Sold out | −81,627 | — | |
| Reduced −23% | −16,830 | $75.1M | |
Illumina Inc.ILMN | New | +390,600 | $37.1M |
TransunionTRU | New | +430,470 | $36.1M |
Alphabet Inc.GOOG | Reduced −15% | −98,031 | $134.2M |
Amazon.com Inc.AMZN | Added +11% | +53,260 | $118.7M |
| Reduced −39% | −278,725 | $57.3M | |
| Reduced −7.8% | −8,545 | $74.7M | |
| Added +16% | +508,500 | $33.4M | |
Microsoft Corp.MSFT | Reduced −4.4% | −17,865 | $199.5M |
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 |