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 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | SCHW | SCHWAB CHARLES CORP | 19.49% | - | 2,250,000 | $58.5M | $26.00 | No quote |
| 2 | TWC | TIME WARNER CABLE INC | 18.06% | Reduce -50.0% | 400,000 | $54.2M | No quote | No quote |
| 3 | CCL | CARNIVAL CORPORATION | 13.39% | Reduce -28.1% | 1,000,000 | $40.17M | $40.17 | No quote |
| 4 | RYAAY | RYANAIR HOLDINGS PLC | 10.70% | - | 684,180 | $32.11M | $46.93 | No quote |
| 5 | HCC | HCC INS HLDGS INC | 10.30% | Reduce -14.3% | 670,000 | $30.91M | $46.14 | No quote |
| 6 | TRW | TRW AUTOMOTIVE HOLDING CORP | 6.77% | New | 273,000 | $20.31M | No quote | No quote |
| 7 | RNR | RENAISSANCERE HOLDING LTD | 5.68% | Reduce -41.7% | 175,000 | $17.04M | $97.34 | No quote |
| 8 | PGR | PROGRESSIVE CORP OHIO | 5.45% | - | 600,000 | $16.36M | $27.27 | No quote |
| 9 | VR | VALIDUS HOLDINGS LTD | 5.37% | Reduce -27.3% | 400,000 | $16.12M | No quote | No quote |
| 10 | CRH | CRH P L C | 4.80% | - | 563,456 | $14.4M | No quote | No quote |