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 8 of 8 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 15.60% | Add +24.4% | 2,550,000 | $95.78M | $37.56 | No quote |
| 2 | CHTR | CHARTER COMMUNICATION INC D | 14.83% | - | 450,000 | $91.09M | $202.43 | No quote |
| 3 | MCO | MOODYS CORP | 13.76% | Add +20.7% | 875,000 | $84.49M | $96.56 | No quote |
| 4 | SCHW | SCHWAB CHARLES CORP NEW | 13.69% | - | 3,000,000 | $84.06M | $28.02 | No quote |
| 5 | TDG | TRANSDIGM GROUP INC | 13.46% | Add +12.2% | 375,000 | $82.63M | $220.34 | No quote |
| 6 | DVA | DAVITA HEALTHCARE PARTNERS INC | 10.16% | Reduce -15.0% | 850,000 | $62.37M | $73.38 | No quote |
| 7 | SBAC | SBA COMMUNICATIONS CORP | 9.79% | Add +20.0% | 600,000 | $60.1M | $100.17 | No quote |
| 8 | V | VISA INC | 8.72% | New | 700,000 | $53.54M | $76.48 | No quote |