Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $685.43M≈ (+$81M≈)
- Previous value:
- $604.75M≈
- # of changes:
- 6
- New positions:
- 1
- Reported for:
- 31 Mar 2023 (Q1)
- Latest filing date:
- 12 May 2023
Triple Frond Partners has disclosed a total of 6 changes to the portfolio in the (2023 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 4 position(s).
What did Triple Frond Partners invest in during 2023 Q1?
6 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
KKR & Co Inc
|
new
|
+493,692
|
493,692
|
+3.78%
|
$52.52
|
+97.47%($103.72)
|
3.78%
|
2023 Q1
|
≈ 0.25 years
|
|
|
|
Amazon.com Inc
|
+24.31%
|
+140,800
|
719,936
|
+2.12%
|
$103.29
|
+176.19%($285.28)
|
10.85%
|
2021 Q3
|
≈ 1.75 years
|
|
|
|
VeriSign Inc
|
-1.52%
|
-2,500
|
161,504
|
-0.09%
|
$211.33
|
+41.80%($299.67)
|
4.98%
|
2020 Q4
|
≈ 2.50 years
|
|
|
|
Transdigm Group Incorporated
|
-11.82%
|
-17,291
|
129,000
|
-2.11%
|
$737.05
|
+73.05%($1,275.42)
|
13.87%
|
2015 Q1
|
≈ 8.25 years
|
|
|
|
Visa Inc, CL-A
|
-14.42%
|
-67,294
|
399,482
|
-2.51%
|
$225.46
|
+63.13%($367.80)
|
13.14%
|
2016 Q1
|
≈ 7.25 years
|
|
|
|
Moodys Corp
|
-21.74%
|
-34,354
|
123,644
|
-1.74%
|
$306.02
|
+57.66%($482.48)
|
5.52%
|
2015 Q2
|
≈ 8.00 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.