Triple Frond Partners - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to June 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
+318.65%
Winning Positions
+51.72%
15 wins / 29 positions
Average Gain (Winners)
$19.10K
+62.04% avg per position
Active Positions
10
13 losing positions
Portfolio Value Over Time
Total Positions Tracked
29
All holdings over time
Win/Loss Ratio
1.15
15 gains / 13 losses
Active vs. Exited
10 / 19
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc. | Financial Services | Mar 2016 | EXITED | $53.54K | $113.27K | $59.73K | +111.57% |
| MA | Mastercard Incorporated | Financial Services | Dec 2016 | EXITED | $19.20K | $67.44K | $48.23K | +251.15% |
| MSFT | Microsoft Corporation | Technology | Sep 2020 | ACTIVE | $79.73K | $121.03K | $41.31K | +51.81% |
| LRCX | Lam Research | N/A | Sep 2022 | ACTIVE | $22.71K | $53.58K | $30.87K | +135.89% |
| META | Meta Platforms, Inc. | Communication Services | Mar 2021 | ACTIVE | $44.03K | $68.64K | $24.61K | +55.90% |
| PGR | Progressive Corporation (The) | Financial Services | Jun 2013 | EXITED | $25.42K | $49.33K | $23.91K | +94.06% |
| VRSN | VeriSign, Inc. | Technology | Dec 2020 | EXITED | $25.19K | $44.23K | $19.05K | +75.62% |
| FOXA | Fox Corporation | Communication Services | Jun 2019 | EXITED | $63.32K | $72.73K | $9.41K | +14.87% |
| CCCS | CCC Intelligent Solutions Holdi | Technology | Mar 2025 | ACTIVE | $21.81K | $29.93K | $8.13K | +37.26% |
| BABA | Alibaba Group Holding Limited | Consumer Cyclical | Mar 2021 | EXITED | $30.72K | $38.66K | $7.93K | +25.82% |
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.