Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $1.04B≈ (+$140M≈)
- Previous value:
- $897.48M≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 13 Aug 2020
Triple Frond Partners has disclosed a total of 4 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 1, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks did Triple Frond Partners buy in 2020 Q2?
During 2020 Q2 Triple Frond Partners has bought (GWRE) Guidewire Software Inc (added shares +53.65%).
What did Triple Frond Partners invest in during 2020 Q2?
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Guidewire Software Inc
|
+53.65%
|
$110.85
|
+40.82%($156.10)
|
6.12%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
Transdigm Group Incorporated
|
-18.54%
|
$442.05
|
+188.81%($1,276.68)
|
9.72%
|
2015 Q1
|
≈ 5.50 years
|
||||
|
|
Moodys Corp
|
-22.70%
|
$274.73
|
+74.92%($480.55)
|
17.22%
|
2015 Q2
|
≈ 5.25 years
|
||||
|
|
Charles Schwab Corp
|
-100%
|
$33.62
|
+213.69%($105.46)
|
0.00%
|
2013 Q2 or earlier
|
≈ 7.00+ 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.