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 9 rows. Rows without a quote are marked unavailable.
| 1 | MCO | MOODYS CORP | 18.74% | - | 1,034,075 | $166.8M | $161.30 | No quote |
| 2 | CHTR | CHARTER COMMUNICATIONS INC N | 16.22% | Reduce -23.5% | 463,785 | $144.34M | $311.22 | No quote |
| 3 | SCHW | SCHWAB CHARLES CORP NEW | 16.06% | Add +9.5% | 2,737,565 | $142.96M | $52.22 | No quote |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | 12.96% | - | 674,676 | $115.32M | $170.92 | No quote |
| 5 | LBTYK | LIBERTY GLOBAL PLC | 9.69% | - | 2,835,333 | $86.28M | $30.43 | No quote |
| 6 | TDG | TRANSDIGM GROUP INC | 8.31% | Reduce -38.2% | 240,998 | $73.97M | $306.94 | No quote |
| 7 | LBRDK | LIBERTY BROADBAND CORP | 7.65% | New | 794,303 | $68.06M | $85.69 | No quote |
| 8 | V | VISA INC | 6.72% | - | 500,000 | $59.81M | $119.62 | No quote |
| 9 | MA | MASTERCARD INCORPORATED | 3.66% | - | 186,000 | $32.58M | $175.16 | No quote |