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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 5 of 6 rows. Rows without a quote are marked unavailable.
| 1 | SCHW | SCHWAB CHARLES CORP | 30.66% | - | 2,250,000 | $66.13M | $29.39 | No quote |
| 2 | PGR | PROGRESSIVE CORP OHIO | 18.87% | - | 1,610,000 | $40.7M | $25.28 | No quote |
| 3 | DVA | DAVITA HEALTHCARE PARTNERS, INC | 18.65% | New | 550,000 | $40.23M | $73.14 | No quote |
| 4 | CCL | CARNIVAL CORPORATION | 18.63% | - | 1,000,000 | $40.17M | $40.17 | No quote |
| 5 | MCD | MCDONALDS CORP | 13.19% | - | 300,000 | $28.44M | $94.81 | No quote |
| 6 | HCC | HCC INS HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |