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 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 24.78% | - | 620,029 | $245.02M | $395.18 | No quote |
| 2 | MCO | MOODYS CORP | 17.29% | - | 875,628 | $171.02M | $195.31 | No quote |
| 3 | SCHW | THE CHARLES SCHWAB CORPORATION | 10.68% | - | 2,627,611 | $105.6M | $40.19 | No quote |
| 4 | V | VISA INC | 10.66% | - | 607,300 | $105.4M | $173.55 | No quote |
| 5 | TDG | TRANSDIGM GROUP INC | 10.38% | - | 212,162 | $102.64M | $483.80 | No quote |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 8.08% | - | 766,579 | $79.89M | $104.22 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 7.26% | - | 271,300 | $71.77M | $264.53 | No quote |
| 8 | FOXA | FOX CORP | 6.40% | New | 1,728,594 | $63.32M | $36.63 | No quote |
| 9 | LBTYK | LIBERTY GLOBAL PLC | 4.48% | - | 1,668,979 | $44.28M | $26.53 | No quote |
| 10 | VRSK | VERISK ANALYTICS INC | - | Sold | 0 | $0 | No quote | No quote |