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 | 24.59% | - | 500,029 | $255.04M | $510.04 | |
| 2 | MCO | MOODYS CORP | 17.22% | Reduce -22.7% | 650,228 | $178.64M | $274.73 | |
| 3 | GOOG | ALPHABET INC | 12.28% | - | 90,120 | $127.4M | $1413.62 | |
| 4 | V | VISA INC | 12.10% | - | 650,000 | $125.56M | $193.17 | |
| 5 | TDG | TRANSDIGM GROUP INC | 9.72% | Reduce -18.6% | 228,074 | $100.82M | $442.05 | |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 9.16% | - | 766,579 | $95.03M | $123.96 | |
| 7 | MA | MASTERCARD INCORPORATED | 7.91% | - | 277,500 | $82.06M | $295.70 | |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 6.12% | Add +53.6% | 572,800 | $63.5M | $110.85 | |
| 9 | SPGI | S&P GLOBAL INC | 0.89% | - | 28,100 | $9.26M | $329.47 | |
| 10 | SCHW | SCHWAB CHARLES CORP | - | Sold | 0 | $0 | No quote | No quote |