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 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 20.22% | Add +21.7% | 4,591,700 | $136.37M | $29.70 | No quote |
| 2 | MCO | MOODYS CORP | 14.46% | Add +11.3% | 1,034,075 | $97.48M | $94.27 | No quote |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 13.86% | Reduce -20.2% | 324,554 | $93.45M | $287.92 | No quote |
| 4 | SCHW | SCHWAB CHARLES CORP NEW | 13.20% | Reduce -29.6% | 2,255,000 | $89.01M | $39.47 | No quote |
| 5 | SBAC | SBA COMMUNICATIONS CORP | 12.63% | Add +37.5% | 824,676 | $85.16M | $103.26 | No quote |
| 6 | TDG | TRANSDIGM GROUP INC | 12.15% | Add +16.3% | 329,148 | $81.95M | $248.96 | No quote |
| 7 | V | VISA INC | 5.79% | Reduce -27.8% | 500,000 | $39.01M | $78.02 | No quote |
| 8 | NORD | NORD ANGLIA EDUCATION INC | 4.85% | Add +108.5% | 1,402,441 | $32.68M | No quote | No quote |
| 9 | MA | MASTERCARD INCORPORATED | 2.85% | New | 186,000 | $19.21M | $103.25 | No quote |
| 10 | DVA | DAVITA INC | - | Sold | 0 | $0 | No quote | No quote |