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
- +11.42%
- 1-year
- +30.83%
- 3-year
- +86.80%
- 5-year
- +60.83%
- 3-year vs S&P 500
- +13.46%
- 5-year vs S&P 500
- -14.46%
- 5-year top 5
- +51.39%
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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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 6 of 9 rows. Rows without a quote are marked unavailable.
| 1 | TWC | TIME WARNER CABLE INC | 27.22% | Reduce -12.2% | 800,000 | $89.28M | No quote | No quote |
| 2 | SCHW | SCHWAB CHARLES CORP | 14.50% | Reduce -24.4% | 2,250,000 | $47.57M | $21.14 | No quote |
| 3 | CCL | CARNIVAL CORPORATION | 13.85% | - | 1,391,435 | $45.42M | $32.64 | No quote |
| 4 | HCC | HCC INS HLDGS INC | 10.44% | Reduce -2.3% | 781,600 | $34.25M | $43.82 | No quote |
| 5 | RYAAY | RYANAIR HOLDINGS PLC | 10.38% | - | 684,180 | $34.03M | $49.74 | No quote |
| 6 | RNR | RENAISSANCERE HOLDING LTD | 8.28% | Reduce -29.4% | 300,089 | $27.17M | $90.53 | No quote |
| 7 | VR | VALIDUS HOLDINGS LTD | 6.20% | New | 550,000 | $20.34M | No quote | No quote |
| 8 | PGR | PROGRESSIVE CORP OHIO | 4.98% | Reduce -40.0% | 600,000 | $16.34M | $27.23 | No quote |
| 9 | CRH | CRH P L C | 4.15% | - | 563,456 | $13.62M | No quote | No quote |