What did Triple Frond Partners actually do?

A source-backed history of material decisions from Triple Frond Partners. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 14
Stocks observed: 8
Outcomes observed: 14

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 13, 2026
44d lag
SPGINEWNEW
Triple Frond Partners · 4.2% of reported portfolio
Original SEC filing ↗
-6.9% vs SPY
35 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
MANEWNEW
Triple Frond Partners · 9.1% of reported portfolio
Original SEC filing ↗
+6.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
METAADD+20.8%
Triple Frond Partners · 7.0% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
GOOGTRIM-35.8%
Triple Frond Partners · 14.6% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
MCOEXITEXIT
Triple Frond Partners · 4.8% of reported portfolio
Original SEC filing ↗
-7.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 15, 2025
46d lag
METAADD+43.6%
Triple Frond Partners · 12.0% of reported portfolio
Original SEC filing ↗
-25.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 14, 2025
44d lag
MSFTADD+44.7%
Triple Frond Partners · 20.4% of reported portfolio
Original SEC filing ↗
+5.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
VEXITEXIT
Triple Frond Partners · 14.7% of reported portfolio
Original SEC filing ↗
-14.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
MCOTRIM-21.9%
Triple Frond Partners · 6.4% of reported portfolio
Original SEC filing ↗
-2.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
METANEWNEW
Triple Frond Partners · 6.0% of reported portfolio
Original SEC filing ↗
+12.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 11, 2025
42d lag
CHTRTRIM-40.7%
Triple Frond Partners · 11.4% of reported portfolio
Original SEC filing ↗
+18.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
CHTRTRIM-56.9%
Triple Frond Partners · 22.0% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
VADD+83.7%
Triple Frond Partners · 14.3% of reported portfolio
Original SEC filing ↗
+12.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
MCOTRIM-28.1%
Triple Frond Partners · 7.4% of reported portfolio
Original SEC filing ↗
+4.6% vs SPY
63 sessions after disclosure
direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.