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 6 of 7 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATION INC D | 21.96% | Add +73.9% | 400,000 | $77.24M | $193.11 | No quote |
| 2 | SCHW | SCHWAB CHARLES CORP NEW | 21.63% | - | 2,500,000 | $76.1M | $30.44 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 17.10% | New | 275,000 | $60.15M | $218.72 | No quote |
| 4 | LBTYK | LIBERTY GLOBAL PLC | 14.16% | - | 1,000,000 | $49.81M | $49.81 | No quote |
| 5 | DVA | DAVITA HEALTHCARE PARTNERS INC | 12.71% | - | 550,000 | $44.7M | $81.28 | No quote |
| 6 | PGR | PROGRESSIVE CORP OHIO | 12.45% | - | 1,610,000 | $43.79M | $27.20 | No quote |
| 7 | CCL | CARNIVAL CORP | - | Sold | 0 | $0 | No quote | No quote |