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 10 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 21.00% | - | 620,029 | $202.06M | $325.88 | No quote |
| 2 | MCO | MOODYS CORP | 15.86% | - | 912,389 | $152.55M | $167.20 | No quote |
| 3 | SCHW | SCHWAB CHARLES CORP NEW | 13.98% | - | 2,737,265 | $134.54M | $49.15 | No quote |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | 11.27% | - | 674,676 | $108.37M | $160.63 | No quote |
| 5 | TDG | TRANSDIGM GROUP INC | 7.96% | - | 205,698 | $76.58M | $372.30 | No quote |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 7.89% | - | 900,000 | $75.87M | $84.30 | No quote |
| 7 | V | VISA INC | 7.80% | - | 500,000 | $75.05M | $150.09 | No quote |
| 8 | LBTYK | LIBERTY GLOBAL PLC | 5.08% | Reduce -38.8% | 1,735,333 | $48.87M | $28.16 | No quote |
| 9 | VRSK | VERISK ANALYTICS INC | 4.86% | - | 387,627 | $46.73M | $120.55 | No quote |
| 10 | MA | MASTERCARD INCORPORATED | 4.30% | - | 186,000 | $41.41M | $222.61 | No quote |