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 | CHTR | CHARTER COMMUNICATIONS INC N | 25.88% | - | 620,029 | $300.76M | $485.08 | No quote |
| 2 | MCO | MOODYS CORP | 17.89% | - | 875,628 | $207.88M | $237.41 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 12.77% | Add +17.8% | 265,000 | $148.4M | $560.00 | No quote |
| 4 | SCHW | THE CHARLES SCHWAB CORPORATION | 10.85% | Reduce -15.9% | 2,650,000 | $126.03M | $47.56 | No quote |
| 5 | V | VISA INC | 8.89% | Reduce -9.4% | 550,000 | $103.35M | $187.90 | No quote |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 8.30% | - | 766,579 | $96.4M | $125.75 | No quote |
| 7 | FOXA | FOX CORP | 6.26% | - | 1,962,000 | $72.73M | $37.07 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 6.04% | Reduce -13.4% | 235,000 | $70.17M | $298.59 | No quote |
| 9 | LBTYK | LIBERTY GLOBAL PLC | 3.13% | - | 1,668,979 | $36.38M | $21.79 | No quote |