Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $772.85M≈ (-$79M≈)
- Previous value:
- $852.30M≈
- # of changes:
- 9
- New positions:
- 0
- Reported for:
- 30 Sep 2024 (Q3)
- Latest filing date:
- 13 Nov 2024
Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the (2024 Q3) SEC report(s): increased the number of shares of 5, decreased the number of shares of 2 and completely sold out 2 position(s).
What stocks did Triple Frond Partners buy in 2024 Q3?
During 2024 Q3 Triple Frond Partners has purchased 5 securities: (GOOG) Alphabet Inc, CL-C (added shares +16.51%), (TDG) Transdigm Group Incorporated (added shares +32.83%), (AMZN) Amazon.com Inc (added shares +10.13%), (V) Visa Inc, CL-A (added shares +83.73%) and (MSFT) Microsoft Corp (added shares +10.27%).
In the 2024 Q3 report(s) the following changes have been made to the top investments: (GOOG) Alphabet Inc, CL-C (added shares +16.51%), (TDG) Transdigm Group Incorporated (added shares +32.83%), (AMZN) Amazon.com Inc (added shares +10.13%), (V) Visa Inc, CL-A (added shares +83.73%) and (MSFT) Microsoft Corp (added shares +10.27%).
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
|
+83.73%
|
+183,640
|
402,969
|
+6.53%
|
$274.95
|
+32.82%($365.18)
|
14.34%
|
2016 Q1
|
≈ 8.75 years
|
|
|
|
Transdigm Group Incorporated
|
+32.83%
|
+20,434
|
82,673
|
+3.77%
|
$1,427.13
|
-11.68%($1,260.50)
|
15.27%
|
2015 Q1
|
≈ 9.75 years
|
|
|
|
Alphabet Inc, CL-C
|
+16.51%
|
+118,590
|
836,850
|
+2.57%
|
$167.19
|
+111.68%($353.90)
|
18.10%
|
2020 Q1
|
≈ 4.75 years
|
|
|
|
Microsoft Corp
|
+10.27%
|
+23,490
|
252,144
|
+1.31%
|
$430.30
|
+7.17%($461.18)
|
14.04%
|
2020 Q3
|
≈ 4.25 years
|
|
|
|
Amazon.com Inc
|
+10.13%
|
+54,870
|
596,771
|
+1.32%
|
$186.33
|
+45.47%($271.05)
|
14.39%
|
2021 Q3
|
≈ 3.25 years
|
|
|
|
Moodys Corp
|
-28.12%
|
-42,400
|
108,387
|
-2.36%
|
$474.60
|
+0.98%($479.23)
|
6.66%
|
2015 Q2
|
≈ 9.50 years
|
|
|
|
Charter Communications Inc
|
-56.86%
|
-356,785
|
270,740
|
-13.57%
|
$324.08
|
-55.05%($145.66)
|
11.35%
|
2014 Q4
|
≈ 10.00 years
|
|
|
|
Lam Research Corp
|
-100%
|
-52,530
|
0
|
-6.56%
|
$1,064.86
|
-71.50%($303.51)
|
0.00%
|
2022 Q3
|
≈ 2.00 years
|
|
|
|
MSCI Inc
|
-100%
|
-57,920
|
0
|
-3.27%
|
$481.75
|
+20.17%($578.91)
|
0.00%
|
2024 Q2
|
≈ 0.25 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.