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 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 15.18% | Add +29.1% | 3,292,250 | $94.32M | $28.65 | No quote |
| 2 | CHTR | CHARTER COMMUNICATION INC N | 14.97% | New | 406,890 | $93.03M | $228.64 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 13.47% | Reduce -15.3% | 317,500 | $83.72M | $263.69 | No quote |
| 4 | MCO | MOODYS CORP | 13.19% | - | 875,000 | $82M | $93.71 | No quote |
| 5 | SCHW | SCHWAB CHARLES CORP NEW | 12.22% | - | 3,000,000 | $75.93M | $25.31 | No quote |
| 6 | SBAC | SBA COMMUNICATIONS CORP | 10.42% | - | 600,000 | $64.76M | $107.94 | No quote |
| 7 | DVA | DAVITA HEALTHCARE PARTNERS INC | 8.90% | Reduce -15.8% | 715,600 | $55.33M | $77.32 | No quote |
| 8 | V | VISA INC | 8.35% | - | 700,000 | $51.92M | $74.17 | No quote |
| 9 | LILAK | LIBERTY GLOBAL PLC | 1.66% | New | 318,160 | $10.34M | $32.49 | No quote |
| 10 | NORD | NORD ANGLIA EDUCATION INC | 1.64% | New | 482,017 | $10.19M | No quote | No quote |
| 11 | CHTR | CHARTER COMMUNICATION INC D | - | Sold | 0 | $0 | No quote | No quote |