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.
Get email alerts when Triple Frond Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 6 of 8 rows. Rows without a quote are marked unavailable.
| 1 | TWC | TIME WARNER CABLE INC | 28.70% | - | 910,635 | $102.43M | No quote | No quote |
| 2 | SCHW | SCHWAB CHARLES CORP | 17.71% | - | 2,977,160 | $63.21M | $21.23 | No quote |
| 3 | CCL | CARNIVAL CORPORATION | 13.37% | - | 1,391,435 | $47.71M | $34.29 | No quote |
| 4 | RNR | RENAISSANCERE HOLDING LTD | 10.34% | - | 425,089 | $36.89M | $86.79 | No quote |
| 5 | RYAAY | RYANAIR HOLDINGS PLC | 9.88% | Reduce -15.4% | 684,180 | $35.26M | $51.53 | No quote |
| 6 | HCC | HCC INS HLDGS INC | 9.66% | Reduce -30.4% | 800,000 | $34.49M | $43.11 | No quote |
| 7 | PGR | PROGRESSIVE CORP OHIO | 7.12% | - | 1,000,000 | $25.42M | $25.42 | No quote |
| 8 | CRH | CRH P L C | 3.21% | - | 563,456 | $11.44M | No quote | No quote |