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 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 17.77% | Add +14.6% | 3,774,250 | $124.7M | $33.04 | No quote |
| 2 | CHTR | CHARTER COMMUNICATION INC N | 15.65% | - | 406,890 | $109.85M | $269.97 | No quote |
| 3 | SCHW | SCHWAB CHARLES CORP NEW | 14.42% | Add +6.8% | 3,205,000 | $101.18M | $31.57 | No quote |
| 4 | MCO | MOODYS CORP | 14.33% | Add +6.2% | 929,000 | $100.59M | $108.28 | No quote |
| 5 | TDG | TRANSDIGM GROUP INC | 11.66% | Reduce -10.9% | 283,000 | $81.82M | $289.12 | No quote |
| 6 | SBAC | SBA COMMUNICATIONS CORP | 9.59% | - | 600,000 | $67.3M | $112.16 | No quote |
| 7 | V | VISA INC | 8.16% | Reduce -1.1% | 692,400 | $57.26M | $82.70 | No quote |
| 8 | DVA | DAVITA INC | 6.35% | Reduce -5.8% | 674,300 | $44.55M | $66.07 | No quote |
| 9 | NORD | NORD ANGLIA EDUCATION INC | 2.09% | Add +39.5% | 672,628 | $14.65M | No quote | No quote |
| 10 | LILAK | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |