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 7 rows. Rows without a quote are marked unavailable.
| 1 | SCHW | SCHWAB CHARLES CORP | 26.84% | Add +11.1% | 2,500,000 | $75.48M | $30.19 | No quote |
| 2 | LBTYK | LIBERTY GLOBAL PLC | 17.18% | New | 1,000,000 | $48.31M | $48.31 | No quote |
| 3 | PGR | PROGRESSIVE CORP OHIO | 15.45% | - | 1,610,000 | $43.45M | $26.99 | No quote |
| 4 | DVA | DAVITA HEALTHCARE PARTNERS INC | 14.81% | - | 550,000 | $41.66M | $75.74 | No quote |
| 5 | CHTR | CHARTER COMMUNICATION INC D | 13.63% | New | 230,000 | $38.32M | $166.62 | No quote |
| 6 | CCL | CARNIVAL CORP | 12.09% | Reduce -25.0% | 750,000 | $34M | $45.33 | No quote |
| 7 | MCD | MCDONALDS CORP | - | Sold | 0 | $0 | No quote | No quote |