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 8 rows. Rows without a quote are marked unavailable.
| 1 | SCHW | SCHWAB CHARLES CORP | 29.98% | - | 2,250,000 | $60.59M | $26.93 | No quote |
| 2 | PGR | PROGRESSIVE CORP OHIO | 20.20% | - | 1,610,000 | $40.83M | $25.36 | No quote |
| 3 | CCL | CARNIVAL CORPORATION | 18.63% | - | 1,000,000 | $37.65M | $37.65 | No quote |
| 4 | HCC | HCC INS HLDGS INC | 16.23% | - | 670,000 | $32.79M | $48.94 | No quote |
| 5 | MCD | MCDONALDS CORP | 14.96% | New | 300,000 | $30.22M | $100.74 | No quote |
| 8 | VR | VALIDUS HOLDINGS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 7 | RYAAY | RYANAIR HOLDINGS PLC | - | Sold | 0 | $0 | No quote | No quote |
| 6 | RNR | RENAISSANCERE HOLDING LTD | - | Sold | 0 | $0 | No quote | No quote |