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 8 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 23.06% | Add +55.1% | 606,029 | $203.6M | $335.96 | No quote |
| 2 | MCO | MOODYS CORP | 17.28% | - | 1,034,075 | $152.64M | $147.61 | No quote |
| 3 | SCHW | SCHWAB CHARLES CORP NEW | 14.54% | - | 2,500,000 | $128.43M | $51.37 | No quote |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | 12.48% | Reduce -18.2% | 674,676 | $110.22M | $163.36 | No quote |
| 5 | TDG | TRANSDIGM GROUP INC | 12.13% | Reduce -18.8% | 389,998 | $107.1M | $274.62 | No quote |
| 6 | LBTYK | LIBERTY GLOBAL PLC | 10.87% | Reduce -14.9% | 2,835,333 | $95.95M | $33.84 | No quote |
| 7 | V | VISA INC | 6.46% | - | 500,000 | $57.01M | $114.02 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 3.19% | - | 186,000 | $28.15M | $151.36 | No quote |