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 | 18.63% | Reduce -12.9% | 4,000,000 | $140.16M | $35.04 | No quote |
| 2 | MCO | MOODYS CORP | 15.40% | - | 1,034,075 | $115.86M | $112.04 | No quote |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 14.12% | - | 324,554 | $106.23M | $327.32 | No quote |
| 4 | TDG | TRANSDIGM GROUP INC | 14.05% | Add +45.8% | 479,998 | $105.68M | $220.16 | No quote |
| 5 | SBAC | SBA COMMUNICATIONS CORP NEW | 13.20% | New | 824,676 | $99.27M | $120.37 | No quote |
| 6 | SCHW | SCHWAB CHARLES CORP NEW | 10.85% | Reduce -11.3% | 2,000,000 | $81.62M | $40.81 | No quote |
| 7 | V | VISA INC | 5.91% | - | 500,000 | $44.44M | $88.87 | No quote |
| 8 | NORD | NORD ANGLIA EDUCATION INC | 5.06% | Add +7.2% | 1,503,073 | $38.09M | No quote | No quote |
| 9 | MA | MASTERCARD INCORPORATED | 2.78% | - | 186,000 | $20.92M | $112.47 | No quote |
| 10 | SBAC | SBA COMMUNICATIONS CORP | - | Sold | 0 | $0 | No quote | No quote |