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 12 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 24.31% | Reduce -19.4% | 500,029 | $218.17M | $436.31 | |
| 2 | MCO | MOODYS CORP | 19.82% | Reduce -3.9% | 841,228 | $177.92M | $211.50 | |
| 3 | GOOG | ALPHABET INC | 11.68% | New | 90,120 | $104.79M | $1162.81 | |
| 4 | V | VISA INC | 11.67% | Add +18.2% | 650,000 | $104.73M | $161.12 | |
| 5 | TDG | TRANSDIGM GROUP INC | 9.99% | Add +5.7% | 280,000 | $89.65M | $320.19 | |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 9.46% | - | 766,579 | $84.88M | $110.72 | |
| 7 | MA | MASTERCARD INC | 7.47% | Add +18.1% | 277,500 | $67.03M | $241.56 | |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 3.29% | New | 372,800 | $29.57M | $79.31 | |
| 9 | SCHW | SCHWAB CHARLES CORP | 1.54% | Reduce -84.4% | 412,300 | $13.86M | $33.62 | |
| 10 | SPGI | S&P GLOBAL INC | 0.77% | New | 28,100 | $6.89M | $245.05 | |
| 12 | LBTYK | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | FOXA | FOX CORP | - | Sold | 0 | $0 | No quote | No quote |