Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $567.79M≈ (-$86M≈)
- Previous value:
- $654.06M≈
- # of changes:
- 10
- New positions:
- 1
- Reported for:
- 30 Sep 2022 (Q3)
- Latest filing date:
- 10 Nov 2022
Triple Frond Partners has disclosed a total of 10 changes to the portfolio in the (2022 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 8 position(s).
What did Triple Frond Partners invest in during 2022 Q3?
In the 2022 Q3 report(s) the following changes have been made to the top investments: (CHTR) Charter Communications Inc (added shares +21.16%), (V) Visa Inc, CL-A (reduced shares -3.50%), (GOOG) Alphabet Inc, CL-C (reduced shares -11.16%), (TDG) Transdigm Group Incorporated (reduced shares -0.07%) and (MSFT) Microsoft Corp (reduced shares -11.12%).
10 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Lam Research Corp
|
new
|
+62,060
|
62,060
|
+4%
|
$366.00
|
-20.77%($290.00)
|
4.00%
|
2022 Q3
|
≈ 0.25 years
|
|
|
|
Charter Communications Inc
|
+21.16%
|
+66,665
|
381,748
|
+3.56%
|
$303.35
|
-51.16%($148.16)
|
20.40%
|
2014 Q4
|
≈ 8.00 years
|
|
|
|
Transdigm Group Incorporated
|
-0.07%
|
-109
|
146,291
|
-0.01%
|
$524.82
|
+143.02%($1,275.42)
|
13.52%
|
2015 Q1
|
≈ 7.75 years
|
|
|
|
Visa Inc, CL-A
|
-3.50%
|
-16,931
|
466,776
|
-0.46%
|
$177.65
|
+107.04%($367.80)
|
14.60%
|
2016 Q1
|
≈ 6.75 years
|
|
|
|
Microsoft Corp
|
-11.12%
|
-28,733
|
229,654
|
-1.02%
|
$232.90
|
+108.65%($485.94)
|
9.42%
|
2020 Q3
|
≈ 2.25 years
|
|
|
|
Alphabet Inc, CL-C
|
-11.16%
|
-103,320
|
822,900
|
-1.52%
|
$96.15
|
+283.02%($368.28)
|
13.94%
|
2020 Q1
|
≈ 2.75 years
|
|
|
|
Amazon.com Inc
|
-11.21%
|
-59,184
|
468,776
|
-1.02%
|
$113.00
|
+152.46%($285.28)
|
9.33%
|
2021 Q3
|
≈ 1.25 years
|
|
|
|
Moodys Corp
|
-12.87%
|
-23,335
|
157,998
|
-0.87%
|
$243.11
|
+98.46%($482.48)
|
6.76%
|
2015 Q2
|
≈ 7.50 years
|
|
|
|
VeriSign Inc
|
-17.05%
|
-33,707
|
164,004
|
-0.9%
|
$173.70
|
+72.52%($299.67)
|
5.02%
|
2020 Q4
|
≈ 2.00 years
|
|
|
|
Guidewire Software Inc
|
-25.61%
|
-95,560
|
277,612
|
-0.9%
|
$61.58
|
+152.34%($155.39)
|
3.01%
|
2020 Q1
|
≈ 2.75 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.