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.
Get email alerts when Triple Frond Partners files a new 13F — sign in or create a free account.
Updated 2026-09-19 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 17.13% | Add +19.4% | 387,654 | $130.58M | $336.85 | No quote |
| 2 | TDG | TRANSDIGM GROUP INC | 16.93% | - | 479,998 | $129.06M | $268.87 | No quote |
| 3 | MCO | MOODYS CORP | 16.51% | - | 1,034,075 | $125.83M | $121.68 | No quote |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | 14.60% | - | 824,676 | $111.25M | $134.90 | No quote |
| 5 | LBTYK | LIBERTY GLOBAL PLC | 13.64% | Reduce -16.7% | 3,333,333 | $103.93M | $31.18 | No quote |
| 6 | SCHW | SCHWAB CHARLES CORP NEW | 11.27% | - | 2,000,000 | $85.92M | $42.96 | No quote |
| 7 | V | VISA INC | 6.15% | - | 500,000 | $46.89M | $93.78 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 2.96% | - | 186,000 | $22.59M | $121.45 | No quote |
| 9 | NORD | NORD ANGLIA EDUCATION INC | 0.80% | Reduce -87.5% | 188,073 | $6.13M | No quote | No quote |