Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $1.16B≈ (+$118M≈)
- Previous value:
- $1.04B≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 31 Dec 2019 (Q4)
- Latest filing date:
- 11 Feb 2020
Triple Frond Partners has disclosed a total of 4 changes to the portfolio in the (2019 Q4) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 3 position(s).
What stocks did Triple Frond Partners buy in 2019 Q4?
During 2019 Q4 Triple Frond Partners has bought (TDG) Transdigm Group Incorporated (added shares +17.78%).
What did Triple Frond Partners invest in during 2019 Q4?
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
|
+17.78%
|
$560.00
|
+125.11%($1,260.64)
|
12.77%
|
2015 Q1
|
≈ 5.00 years
|
||||
|
|
Visa Inc, CL-A
|
-9.44%
|
$187.90
|
+97.08%($370.32)
|
8.89%
|
2016 Q1
|
≈ 4.00 years
|
||||
|
|
Mastercard Inc
|
-13.38%
|
$298.59
|
+91.71%($572.42)
|
6.04%
|
2016 Q4
|
≈ 3.25 years
|
||||
|
|
Charles Schwab Corp
|
-15.87%
|
$47.56
|
+124.37%($106.71)
|
10.85%
|
2013 Q2 or earlier
|
≈ 6.75+ 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.