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 7 of 7 rows. Rows without a quote are marked unavailable.
| 1 | SCHW | SCHWAB CHARLES CORP NEW | 20.85% | - | 2,500,000 | $81.63M | $32.65 | No quote |
| 2 | CHTR | CHARTER COMMUNICATION INC D | 17.50% | - | 400,000 | $68.5M | $171.25 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 15.78% | - | 275,000 | $61.78M | $224.67 | No quote |
| 4 | LBTYK | LIBERTY GLOBAL PLC | 12.93% | - | 1,000,000 | $50.63M | $50.63 | No quote |
| 5 | PGR | PROGRESSIVE CORP OHIO | 11.44% | - | 1,610,000 | $44.81M | $27.83 | No quote |
| 6 | DVA | DAVITA HEALTHCARE PARTNERS INC | 11.16% | - | 550,000 | $43.71M | $79.47 | No quote |
| 7 | MCO | MOODYS CORP | 10.34% | New | 375,000 | $40.49M | $107.96 | No quote |