Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $887.41M≈ (-$30M≈)
- Previous value:
- $916.95M≈
- # of changes:
- 9
- New positions:
- 0
- Reported for:
- 31 Dec 2021 (Q4)
- Latest filing date:
- 10 Feb 2022
Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the (2021 Q4) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 7 position(s).
What did Triple Frond Partners invest in during 2021 Q4?
9 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Visa Inc, CL-A
|
+22.11%
|
+100,483
|
554,983
|
+2.45%
|
$216.71
|
+68.85%($365.91)
|
13.55%
|
2016 Q1
|
≈ 6.00 years
|
|
|
|
Transdigm Group Incorporated
|
+14.02%
|
+18,006
|
146,400
|
+1.29%
|
$636.28
|
+100.65%($1,276.68)
|
10.50%
|
2015 Q1
|
≈ 7.00 years
|
|
|
|
Guidewire Software Inc
|
-4.98%
|
-19,730
|
376,070
|
-0.24%
|
$113.53
|
+37.50%($156.10)
|
4.81%
|
2020 Q1
|
≈ 2.00 years
|
|
|
|
Meta Platforms Inc
|
-4.99%
|
-9,028
|
172,072
|
-0.33%
|
$336.35
|
+75.54%($590.44)
|
6.52%
|
2021 Q1
|
≈ 1.00 year
|
|
|
|
VeriSign Inc
|
-4.99%
|
-8,265
|
157,525
|
-0.23%
|
$253.82
|
+17.51%($298.26)
|
4.51%
|
2020 Q4
|
≈ 1.25 years
|
|
|
|
Alphabet Inc, CL-C
|
-4.99%
|
-48,980
|
933,420
|
-0.77%
|
$144.68
|
+158.31%($373.72)
|
15.22%
|
2020 Q1
|
≈ 2.00 years
|
|
|
|
Amazon.com Inc
|
-4.99%
|
-21,800
|
415,340
|
-0.4%
|
$166.72
|
+70.51%($284.26)
|
7.80%
|
2021 Q3
|
≈ 0.50 years
|
|
|
|
Microsoft Corp
|
-16.26%
|
-40,646
|
209,404
|
-1.49%
|
$336.32
|
+45.34%($488.80)
|
7.94%
|
2020 Q3
|
≈ 1.50 years
|
|
|
|
Moodys Corp
|
-47.06%
|
-117,647
|
132,353
|
-5.01%
|
$390.58
|
+23.03%($480.55)
|
5.83%
|
2015 Q2
|
≈ 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.