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 10 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 21.61% | - | 620,029 | $176.69M | $284.97 | No quote |
| 2 | MCO | MOODYS CORP | 15.00% | Reduce -4.0% | 875,628 | $122.62M | $140.04 | No quote |
| 3 | SCHW | SCHWAB CHARLES CORP NEW | 13.35% | Reduce -4.0% | 2,627,611 | $109.13M | $41.53 | No quote |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | 11.04% | Reduce -17.3% | 557,690 | $90.28M | $161.89 | No quote |
| 5 | V | VISA INC | 9.20% | Add +14.0% | 570,000 | $75.21M | $131.94 | No quote |
| 6 | TDG | TRANSDIGM GROUP INC | 8.21% | Reduce -4.0% | 197,462 | $67.15M | $340.06 | No quote |
| 7 | LBRDK | LIBERTY BROADBAND CORP | 6.75% | Reduce -14.8% | 766,579 | $55.22M | $72.03 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 5.65% | Add +31.7% | 245,000 | $46.22M | $188.65 | No quote |
| 9 | VRSK | VERISK ANALYTICS INC | 4.97% | Reduce -3.9% | 372,485 | $40.62M | $109.04 | No quote |
| 10 | LBTYK | LIBERTY GLOBAL PLC | 4.21% | Reduce -3.8% | 1,668,979 | $34.45M | $20.64 | No quote |