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
- +11.42%
- 1-year
- +30.83%
- 3-year
- +86.80%
- 5-year
- +60.83%
- 3-year vs S&P 500
- +13.46%
- 5-year vs S&P 500
- -14.46%
- 5-year top 5
- +51.39%
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 2026-09-19 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 24.48% | - | 620,029 | $255.53M | $412.12 | No quote |
| 2 | MCO | MOODYS CORP | 17.18% | - | 875,628 | $179.36M | $204.83 | No quote |
| 3 | SCHW | THE CHARLES SCHWAB CORPORATION | 12.62% | Add +19.9% | 3,150,000 | $131.76M | $41.83 | No quote |
| 4 | TDG | TRANSDIGM GROUP INC | 11.22% | Add +6.0% | 225,000 | $117.15M | $520.67 | No quote |
| 5 | V | VISA INC | 10.01% | - | 607,300 | $104.46M | $172.01 | No quote |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 7.69% | - | 766,579 | $80.24M | $104.67 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 7.06% | - | 271,300 | $73.68M | $271.57 | No quote |
| 8 | FOXA | FOX CORP | 5.93% | Add +13.5% | 1,962,000 | $61.87M | $31.54 | No quote |
| 9 | LBTYK | LIBERTY GLOBAL PLC | 3.80% | - | 1,668,979 | $39.71M | $23.79 | No quote |