Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $916.95M≈ (-$5M≈)
- Previous value:
- $921.93M≈
- # of changes:
- 5
- New positions:
- 1
- Reported for:
- 30 Sep 2021 (Q3)
- Latest filing date:
- 10 Nov 2021
Triple Frond Partners has disclosed a total of 5 changes to the portfolio in the (2021 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 1 and completely sold out 2 position(s).
What did Triple Frond Partners invest in during 2021 Q3?
In the 2021 Q3 report(s) the following change has been made to the top investments: (MCO) Moodys Corp (reduced shares -16.28%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Amazon.com Inc
|
new
|
+437,140
|
437,140
|
+7.83%
|
$164.25
|
+73.06%($284.26)
|
7.83%
|
2021 Q3
|
≈ 0.25 years
|
|
|
|
VeriSign Inc
|
+42.44%
|
+49,400
|
165,790
|
+1.1%
|
$205.01
|
+45.48%($298.26)
|
3.71%
|
2020 Q4
|
≈ 1.00 year
|
|
|
|
Moodys Corp
|
-16.28%
|
-48,608
|
250,000
|
-1.87%
|
$355.11
|
+35.33%($480.55)
|
9.68%
|
2015 Q2
|
≈ 6.50 years
|
|
|
|
Liberty Broadband Srs C
|
-100%
|
-182,379
|
0
|
-3.44%
|
$173.66
|
-80.54%($33.79)
|
0.00%
|
2018 Q1
|
≈ 3.50 years
|
|
|
|
Alibaba Group Holding Ltd
|
-100%
|
-170,450
|
0
|
-4.19%
|
$226.78
|
-43.69%($127.71)
|
0.00%
|
2021 Q1
|
≈ 0.50 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.