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 | 18.13% | Add +20.0% | 3,000,000 | $85.68M | $28.56 | No quote |
| 2 | CHTR | CHARTER COMMUNICATION INC D | 16.74% | Add +12.5% | 450,000 | $79.13M | $175.85 | No quote |
| 3 | LBTYK | LIBERTY GLOBAL PLC | 15.62% | Add +80.0% | 1,800,000 | $73.84M | $41.02 | No quote |
| 4 | TDG | TRANSDIGM GROUP INC | 14.61% | Add +18.2% | 325,000 | $69.03M | $212.41 | No quote |
| 5 | MCO | MOODYS CORP | 12.99% | Add +66.7% | 625,000 | $61.38M | $98.20 | No quote |
| 6 | DVA | DAVITA HEALTHCARE PARTNERS INC | 11.48% | Add +36.4% | 750,000 | $54.25M | $72.33 | No quote |
| 7 | PGR | PROGRESSIVE CORP OHIO | 10.44% | - | 1,610,000 | $49.33M | $30.64 | No quote |