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Stuart Mclaughlin

Triple Frond Partners

Triple Frond Partners Portfolio 13F

Triple Frond Partners Holdings Activity

Portfolio value:
$807.84M≈ (-$80M≈)
Previous value:
$887.41M≈
# of changes:
0
New positions:
0
Reported for:
31 Mar 2022 (Q1)
Latest filing date:
12 May 2022
Triple Frond Partners has not disclosed any changes to the portfolio in the (2022 Q1) SEC report(s).

What stocks did Triple Frond Partners buy in 2022 Q1?

During 2022 Q1 Triple Frond Partners has not purchased any securities.

What did Triple Frond Partners invest in during 2022 Q1?

Triple Frond Partners's top 5 holdings (by % of portfolio) were (CHTR) Charter Communications Inc (21.44%), (GOOG) Alphabet Inc, CL-C (16.14%), (V) Visa Inc, CL-A (15.24%), (TDG) Transdigm Group Incorporated (11.81%) and (AMZN) Amazon.com Inc (8.38%).
In the 2022 Q1 report(s) no changes have been made to any of these investments.
No 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*

No changed positions

* 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.