Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $752.26M≈ (+$78M≈)
- Previous value:
- $674.30M≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 31 Mar 2017 (Q1)
- Latest filing date:
- 11 May 2017
Triple Frond Partners has disclosed a total of 4 changes to the portfolio in the (2017 Q1) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 2 position(s).
What did Triple Frond Partners invest in during 2017 Q1?
4 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Transdigm Group Incorporated
|
+45.83%
|
$220.16
|
+472.60%($1,260.64)
|
14.05%
|
2015 Q1
|
≈ 2.25 years
|
||||
|
|
Nordicus Partners Corp
|
+7.18%
|
$25.34
|
-91.12%($2.25)
|
5.06%
|
2016 Q2
|
≈ 1.00 year
|
||||
|
|
Charles Schwab Corp
|
-11.31%
|
$40.81
|
+161.48%($106.71)
|
10.85%
|
2013 Q2 or earlier
|
≈ 4.00+ years
|
||||
|
|
Liberty Global PLC, CL-C
|
-12.89%
|
$35.04
|
-70.19%($10.44)
|
18.63%
|
2014 Q4
|
≈ 2.50 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.