Triple Frond Partners - Performance Analysis

Investment performance metrics based on historical 13F filings data.

📊 Data Coverage: June 2013 to December 2025 • Initial Portfolio Value: $0.00B

Performance calculated from first filing in our database. This may not represent the investor's entire career.

Portfolio Growth (Since First Filing)

+0.00B

+605.73%

Winning Positions

+62.50%

20 wins / 32 positions

Average Gain (Winners)

$27.09K

+68.62% avg per position

Active Positions

12

10 losing positions

Portfolio Value Over Time

Current: $962.2K
Change: +$825.8K (605.73%)
$1.2M$644.0K$109.3K
Jun 2013Sep 2019Dec 2025

Total Positions Tracked

32

All holdings over time

Win/Loss Ratio

2.00

20 gains / 10 losses

Active vs. Exited

12 / 20

Current positions / Exited

Position Performance

20 Gains / 10 Losses

Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.

SymbolCompanySectorEntryStatusInitial ValueCurrent ValueGain/LossReturn %
MSFTMicrosoft CorporationTechnologySep 2020ACTIVE$79.73K$170.48K$90.75K+113.83%
TDGTransdigm Group IncorporatedIndustrialsMar 2015ACTIVE$60.15K$138.16K$78.02K+129.71%
ASMLASMLN/AMar 2025ACTIVE$52.55K$114.24K$61.69K+117.40%
VVisa Inc.Financial ServicesMar 2016EXITED$53.54K$113.27K$59.73K+111.57%
MAMastercard IncorporatedFinancial ServicesDec 2016EXITED$19.20K$67.44K$48.23K+251.15%
AMZNAmazon.com, Inc.Consumer CyclicalSep 2021ACTIVE$71.80K$110.45K$38.65K+53.83%
LRCXLam ResearchN/ASep 2022ACTIVE$22.71K$50.56K$27.85K+122.61%
PGRProgressive Corporation (The)Financial ServicesJun 2013EXITED$25.42K$49.33K$23.91K+94.06%
METAMeta Platforms, Inc.Communication ServicesMar 2021ACTIVE$44.03K$64.28K$20.25K+45.98%
VRSNVeriSign, Inc.TechnologyDec 2020EXITED$25.19K$44.23K$19.05K+75.62%
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Important Note: Data Limitations

These metrics are based on 13F filing data which has significant limitations:

  • Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
  • No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
  • Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
  • Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
  • Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns

Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.