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 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 24.85% | - | 620,029 | $215.09M | $346.91 | No quote |
| 2 | MCO | MOODYS CORP | 18.32% | - | 875,628 | $158.57M | $181.09 | No quote |
| 3 | SCHW | THE CHARLES SCHWAB CORPORATION | 12.98% | - | 2,627,611 | $112.36M | $42.76 | No quote |
| 4 | TDG | TRANSDIGM GROUP INC | 11.13% | Add +7.4% | 212,162 | $96.32M | $453.99 | No quote |
| 5 | V | VISA INC | 10.96% | Add +6.5% | 607,300 | $94.85M | $156.19 | No quote |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 8.12% | - | 766,579 | $70.33M | $91.74 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 7.38% | Add +10.7% | 271,300 | $63.88M | $235.45 | No quote |
| 8 | LBTYK | LIBERTY GLOBAL PLC | 4.67% | - | 1,668,979 | $40.41M | $24.21 | No quote |
| 9 | VRSK | VERISK ANALYTICS INC | 1.61% | Reduce -71.9% | 104,718 | $13.93M | $133.00 | No quote |
| 10 | SBAC | SBA COMMUNICATIONS CORP NEW | - | Sold | 0 | $0 | No quote | No quote |