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.
Get email alerts when Triple Frond Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 10 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 19.18% | Add +33.7% | 620,029 | $181.8M | $293.21 | No quote |
| 2 | MCO | MOODYS CORP | 16.42% | Reduce -11.8% | 912,389 | $155.62M | $170.56 | No quote |
| 3 | SCHW | SCHWAB CHARLES CORP NEW | 14.76% | Reduce -0.0% | 2,737,265 | $139.87M | $51.10 | No quote |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | 11.75% | - | 674,676 | $111.4M | $165.12 | No quote |
| 5 | LBTYK | LIBERTY GLOBAL PLC | 7.96% | - | 2,835,333 | $75.45M | $26.61 | No quote |
| 6 | TDG | TRANSDIGM GROUP INC | 7.49% | Reduce -14.7% | 205,698 | $71M | $345.14 | No quote |
| 7 | LBRDK | LIBERTY BROADBAND CORP | 7.19% | Add +13.3% | 900,000 | $68.15M | $75.72 | No quote |
| 8 | V | VISA INC | 6.99% | - | 500,000 | $66.23M | $132.45 | No quote |
| 9 | VRSK | VERISK ANALYTICS INC | 4.40% | New | 387,627 | $41.72M | $107.64 | No quote |
| 10 | MA | MASTERCARD INCORPORATED | 3.86% | - | 186,000 | $36.55M | $196.52 | No quote |