Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $1.18B≈ (+$141M≈)
- Previous value:
- $1.04B≈
- # of changes:
- 5
- New positions:
- 1
- Reported for:
- 30 Sep 2020 (Q3)
- Latest filing date:
- 13 Nov 2020
Triple Frond Partners has disclosed a total of 5 changes to the portfolio in the (2020 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 3 position(s).
What did Triple Frond Partners invest in during 2020 Q3?
In the 2020 Q3 report(s) the following change has been made to the top investments: (MCO) Moodys Corp (reduced shares -5.60%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Microsoft Corp
|
new
|
$210.33
|
+132.39%($488.80)
|
6.76%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Guidewire Software Inc
|
+15.36%
|
$104.27
|
+49.71%($156.10)
|
5.85%
|
2020 Q1
|
≈ 0.75 years
|
||||
|
|
Moodys Corp
|
-5.60%
|
$289.85
|
+65.79%($480.55)
|
15.10%
|
2015 Q2
|
≈ 5.50 years
|
||||
|
|
Transdigm Group Incorporated
|
-16.57%
|
$475.12
|
+168.71%($1,276.68)
|
7.67%
|
2015 Q1
|
≈ 5.75 years
|
||||
|
|
Mastercard Inc
|
-28.14%
|
$338.17
|
+70.02%($574.95)
|
5.72%
|
2016 Q4
|
≈ 4.00 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.