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.

Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 14 rows. Rows without a quote are marked unavailable.


1	TWC	TIME WARNER CABLE INC COM	13.90%	Add +12.5%	675,000	$36.44M	No quote	No quote
2	PGR	PROGRESSIVE CORP OHIO COM	12.73%	-	1,600,000	$33.39M	$20.87	No quote
3	LTM	LIFE TIME FITNESS INC COM	12.13%	Reduce -12.1%	805,600	$31.8M	No quote	No quote
4	MDT	MEDTRONIC INC COM	10.85%	Add +33.4%	846,950	$28.44M	$33.58	No quote
5	CCE	COCA COLA ENTERPRISES INC COM	10.64%	Add +20.0%	900,000	$27.9M	No quote	No quote
6	WAG	WALGREEN CO COM	10.22%	Reduce -27.3%	800,000	$26.8M	No quote	No quote
7	HCC	HCC INS HLDGS INC COM	7.96%	Add +6.7%	800,000	$20.87M	$26.09	No quote
8	DEO	DIAGEO P L C SPON ADR	7.76%	-	295,000	$20.36M	$69.01	No quote
9	TLCR	TALECRIS BIOTHERAPEUTICS HLD COM	4.97%	New	570,000	$13.04M	No quote	No quote
10	AKOA	EMBOTELLADORA ANDINA S A SPON ADR A	4.29%	Reduce -8.7%	469,966	$11.26M	No quote	No quote
11	MGRC	MCGRATH RENTCORP COM	4.14%	Add +83.5%	453,481	$10.87M	No quote	No quote
12	AKOB	EMBOTELLADORA ANDINA S A SPON ADR B	0.40%	-	36,575	$1.05M	No quote	No quote
14	MCD	MCDONALDS CORP COM	-	Sold	0	$0	No quote	No quote
13	BAX	BAXTER INTL INC COM	-	Sold	0	$0	No quote	No quote