Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $865.73M≈ (+$48M≈)
- Previous value:
- $817.58M≈
- # of changes:
- 5
- New positions:
- 0
- Reported for:
- 31 Mar 2019 (Q1)
- Latest filing date:
- 10 May 2019
Triple Frond Partners has disclosed a total of 5 changes to the portfolio in the (2019 Q1) SEC report(s): increased the number of shares of 3, decreased the number of shares of 1 and completely sold out 1 position(s).
What did Triple Frond Partners invest in during 2019 Q1?
5 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Mastercard Inc
|
+10.73%
|
$235.45
|
+143.12%($572.42)
|
7.38%
|
2016 Q4
|
≈ 2.50 years
|
||||
|
|
Transdigm Group Incorporated
|
+7.44%
|
$453.99
|
+177.68%($1,260.64)
|
11.13%
|
2015 Q1
|
≈ 4.25 years
|
||||
|
|
Visa Inc, CL-A
|
+6.54%
|
$156.19
|
+137.10%($370.32)
|
10.96%
|
2016 Q1
|
≈ 3.25 years
|
||||
|
|
Verisk Analytics Inc
|
-71.89%
|
$133.00
|
+44.30%($191.92)
|
1.61%
|
2018 Q2
|
≈ 1.00 year
|
||||
|
|
SBA Communications Corp
|
-100%
|
$161.89
|
+14.54%($185.43)
|
0.00%
|
2015 Q4
|
≈ 3.25 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.