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Stuart Mclaughlin

Triple Frond Partners

Triple Frond Partners Portfolio 13F

Triple Frond Partners Holdings Activity

Portfolio value:
$654.06M≈ (-$154M≈)
Previous value:
$807.84M≈
# of changes:
9
New positions:
0
Reported for:
30 Jun 2022 (Q2)
Latest filing date:
15 Aug 2022
Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the (2022 Q2) SEC report(s): increased the number of shares of 4, decreased the number of shares of 4 and completely sold out 1 position(s).

What stocks did Triple Frond Partners buy in 2022 Q2?

During 2022 Q2 Triple Frond Partners has purchased 4 securities: (MSFT) Microsoft Corp (added shares +23.39%), (AMZN) Amazon.com Inc (added shares +27.12%), (MCO) Moodys Corp (added shares +37.01%) and (VRSN) VeriSign Inc (added shares +25.51%).

What did Triple Frond Partners invest in during 2022 Q2?

Triple Frond Partners's top 5 holdings (by % of portfolio) were (CHTR) Charter Communications Inc (22.57%), (GOOG) Alphabet Inc, CL-C (15.49%), (V) Visa Inc, CL-A (14.56%), (TDG) Transdigm Group Incorporated (12.01%) and (MSFT) Microsoft Corp (10.15%).
In the 2022 Q2 report(s) the following changes have been made to the top investments: (CHTR) Charter Communications Inc (reduced shares -0.77%), (GOOG) Alphabet Inc, CL-C (reduced shares -0.77%), (V) Visa Inc, CL-A (reduced shares -12.84%) and (MSFT) Microsoft Corp (added shares +23.39%).
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*
Moodys Corp MCO
Moodys Corp
+37.01%
+48,980
181,333
+2.04%
$271.97
+77.40%($482.48)
7.54%
2015 Q2
≈ 7.25 years
Amazon.com Inc AMZN
Amazon.com Inc
+27.12%
+112,620
527,960
+1.83%
$106.21
+168.60%($285.28)
8.57%
2021 Q3
≈ 1.00 year
VeriSign Inc VRSN
VeriSign Inc
+25.51%
+40,186
197,711
+1.03%
$167.33
+79.09%($299.67)
5.06%
2020 Q4
≈ 1.75 years
Microsoft Corp MSFT
Microsoft Corp
+23.39%
+48,983
258,387
+1.92%
$256.83
+89.21%($485.94)
10.15%
2020 Q3
≈ 2.00 years
Charter Communications Inc CHTR
Charter Communications Inc
-0.77%
-2,446
315,083
-0.14%
$468.53
-68.38%($148.16)
22.57%
2014 Q4
≈ 7.75 years
Guidewire Software Inc GWRE
Guidewire Software Inc
-0.77%
-2,898
373,172
-0.03%
$70.99
+118.89%($155.39)
4.05%
2020 Q1
≈ 2.50 years
Alphabet Inc, CL-C GOOG
Alphabet Inc, CL-C
-0.77%
-7,200
926,220
-0.1%
$109.37
+236.72%($368.28)
15.49%
2020 Q1
≈ 2.50 years
Visa Inc, CL-A V
Visa Inc, CL-A
-12.84%
-71,276
483,707
-1.74%
$196.89
+86.80%($367.80)
14.56%
2016 Q1
≈ 6.50 years
Meta Platforms Inc META
Meta Platforms Inc
-100%
-172,072
0
-4.74%
$222.36
+164.60%($588.36)
0.00%
2021 Q1
≈ 1.25 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.