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 5 of 13 rows. Rows without a quote are marked unavailable.
| 1 | WAG | WALGREEN CO COM | 20.76% | - | 1,100,000 | $40.8M | No quote | No quote |
| 2 | LTM | LIFE TIME FITNESS INC COM | 16.07% | - | 1,123,600 | $31.57M | No quote | No quote |
| 3 | PGR | PROGRESSIVE CORP OHIO COM | 15.54% | - | 1,600,000 | $30.54M | $19.09 | No quote |
| 4 | TWC | TIME WARNER CABLE INC COM | 13.57% | New | 500,000 | $26.66M | No quote | No quote |
| 5 | MDT | MEDTRONIC INC COM | 10.36% | - | 451,950 | $20.35M | $45.03 | No quote |
| 6 | ZNT | ZENITH NATL INS CORP COM | 7.80% | Reduce -60.7% | 400,000 | $15.33M | No quote | No quote |
| 7 | MCD | MCDONALDS CORP COM | 5.29% | New | 155,800 | $10.4M | $66.72 | No quote |
| 8 | DEO | DIAGEO P L C SPON ADR | 4.98% | New | 145,000 | $9.78M | $67.45 | No quote |
| 9 | AKOA | EMBOTELLADORA ANDINA S A SPON ADR A | 2.72% | New | 304,920 | $5.34M | No quote | No quote |
| 10 | TIGO | MILLICOM INTL CELLULAR S A SHS | 2.10% | - | 46,297 | $4.13M | $89.16 | No quote |
| 11 | MGRC | MCGRATH RENTCORP COM | 0.58% | - | 47,181 | $1.14M | No quote | No quote |
| 12 | AKOB | EMBOTELLADORA ANDINA S A SPON ADR B | 0.23% | New | 22,375 | $457K | No quote | No quote |
| 13 | LAMR | LAMAR ADVERTISING CO CL A | - | Sold | 0 | $0 | No quote | No quote |