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 | MCO | MOODYS CORP | 17.46% | - | 1,034,075 | $143.95M | $139.21 | No quote |
| 2 | CHTR | CHARTER COMMUNICATIONS INC N | 17.21% | Add +0.8% | 390,629 | $141.96M | $363.42 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 14.88% | - | 479,998 | $122.71M | $255.65 | No quote |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | 14.41% | - | 824,676 | $118.8M | $144.05 | No quote |
| 5 | SCHW | SCHWAB CHARLES CORP NEW | 13.26% | Add +25.0% | 2,500,000 | $109.35M | $43.74 | No quote |
| 6 | LBTYK | LIBERTY GLOBAL PLC | 13.22% | - | 3,333,333 | $109M | $32.70 | No quote |
| 7 | V | VISA INC | 6.38% | - | 500,000 | $52.62M | $105.24 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 3.18% | - | 186,000 | $26.26M | $141.20 | No quote |
| 9 | NORD | NORD ANGLIA EDUCATION INC | - | Sold | 0 | $0 | No quote | No quote |