Triple Frond Partners

As of Q2 2026, Triple Frond Partners reported 13 long-equity positions worth $1.12B in aggregate.

Copy-investor backtest

Latest quarter: +9.56%
1-year: +31.94%
3-year: +88.38%
5-year: +62.21%
3-year vs S&P 500: +15.57%
5-year vs S&P 500: -12.54%
5-year top 5: +51.22%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 6 of 15 rows. Rows without a quote are marked unavailable.


1	TWC	TIME WARNER CABLE INC COM	12.63%	Add +20.0%	600,000	$31.25M	No quote	No quote
2	PGR	PROGRESSIVE CORP OHIO COM	12.11%	-	1,600,000	$29.95M	$18.72	No quote
3	WAG	WALGREEN CO COM	11.87%	-	1,100,000	$29.37M	No quote	No quote
4	LTM	LIFE TIME FITNESS INC COM	11.78%	Reduce -18.4%	916,600	$29.14M	No quote	No quote
5	MDT	MEDTRONIC INC COM	9.31%	Add +40.5%	634,950	$23.03M	$36.27	No quote
6	BAX	BAXTER INTL INC COM	8.99%	New	547,500	$22.25M	$40.64	No quote
7	CCE	COCA COLA ENTERPRISES INC COM	7.84%	New	750,000	$19.4M	No quote	No quote
8	HCC	HCC INS HLDGS INC COM	7.51%	New	750,000	$18.57M	$24.76	No quote
9	DEO	DIAGEO P L C SPON ADR	7.48%	Add +103.5%	295,000	$18.51M	$62.74	No quote
10	MCD	MCDONALDS CORP COM	4.15%	-	155,800	$10.26M	$65.87	No quote
11	AKOA	EMBOTELLADORA ANDINA S A SPON ADR A	3.72%	Add +68.8%	514,624	$9.21M	No quote	No quote
12	MGRC	MCGRATH RENTCORP COM	2.28%	Add +423.9%	247,181	$5.63M	No quote	No quote
13	AKOB	EMBOTELLADORA ANDINA S A SPON ADR B	0.33%	Add +63.5%	36,575	$820K	No quote	No quote
15	ZNT	ZENITH NATL INS CORP COM	-	Sold	0	$0	No quote	No quote
14	TIGO	MILLICOM INTL CELLULAR S A SHS	-	Sold	0	$0	No quote	No quote