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.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 8 rows. Rows without a quote are marked unavailable.
| 1 | SCHW | SCHWAB CHARLES CORP NEW | 18.43% | - | 3,000,000 | $98.79M | $32.93 | No quote |
| 2 | LBTYK | LIBERTY GLOBAL PLC | 15.59% | Add +13.9% | 2,050,000 | $83.58M | $40.77 | No quote |
| 3 | CHTR | CHARTER COMMUNICATION INC D | 15.37% | - | 450,000 | $82.4M | $183.10 | No quote |
| 4 | TDG | TRANSDIGM GROUP INC | 14.24% | Add +2.8% | 334,243 | $76.36M | $228.45 | No quote |
| 5 | MCO | MOODYS CORP | 13.57% | Add +16.0% | 725,000 | $72.75M | $100.34 | No quote |
| 6 | DVA | DAVITA HEALTHCARE PARTNERS INC | 13.00% | Add +33.3% | 1,000,000 | $69.71M | $69.71 | No quote |
| 7 | SBAC | SBA COMMUNICATIONS CORP | 9.80% | New | 500,000 | $52.54M | $105.07 | No quote |
| 8 | PGR | PROGRESSIVE CORP OHIO | - | Sold | 0 | $0 | No quote | No quote |