Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $806.31M≈ (-$14M≈)
- Previous value:
- $819.86M≈
- # of changes:
- 4
- New positions:
- 2
- Reported for:
- 31 Mar 2021 (Q1)
- Latest filing date:
- 13 May 2021
Triple Frond Partners has disclosed a total of 4 changes to the portfolio in the (2021 Q1) SEC report(s): bought 2 totally new and decreased the number of shares of 2 position(s).
What did Triple Frond Partners invest in during 2021 Q1?
In the 2021 Q1 report(s) the following change has been made to the top investments: (V) Visa Inc, CL-A (reduced shares -24.00%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alibaba Group Holding Ltd
|
new
|
+135,500
|
135,500
|
+3.81%
|
$226.73
|
-43.67%($127.71)
|
3.81%
|
2021 Q1
|
≈ 0.25 years
|
|
|
|
Meta Platforms Inc
|
new
|
+149,500
|
149,500
|
+5.46%
|
$294.53
|
+100.47%($590.44)
|
5.46%
|
2021 Q1
|
≈ 0.25 years
|
|
|
|
Visa Inc, CL-A
|
-24.00%
|
-143,500
|
454,500
|
-3.71%
|
$211.73
|
+72.82%($365.91)
|
11.93%
|
2016 Q1
|
≈ 5.25 years
|
|
|
|
Liberty Broadband Srs C
|
-52.82%
|
-273,400
|
244,179
|
-5.01%
|
$150.15
|
-77.50%($33.79)
|
4.55%
|
2018 Q1
|
≈ 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.