Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $772.47M≈ (-$382K≈)
- Previous value:
- $772.85M≈
- # of changes:
- 10
- New positions:
- 1
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 11 Feb 2025
Triple Frond Partners has disclosed a total of 10 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 2, bought 1 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).
In the 2024 Q4 report(s) the following changes have been made to the top investments: (GOOG) Alphabet Inc, CL-C (reduced shares -3.53%), (MSFT) Microsoft Corp (added shares +10.44%), (AMZN) Amazon.com Inc (reduced shares -11.19%), (V) Visa Inc, CL-A (reduced shares -11.06%) and (TDG) Transdigm Group Incorporated (reduced shares -3.53%).
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
|
+511,765
|
511,765
|
+4.79%
|
$72.23
|
+320.20%($303.51)
|
4.79%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Canadian Pacific Kansas City Limited
|
+28.48%
|
+89,635
|
404,369
|
+0.84%
|
$72.37
|
+22.85%($88.90)
|
3.79%
|
2023 Q4
|
≈ 1.25 years
|
|
|
|
Microsoft Corp
|
+10.44%
|
+26,314
|
278,458
|
+1.44%
|
$421.50
|
+9.41%($461.18)
|
15.19%
|
2020 Q3
|
≈ 4.50 years
|
|
|
|
Moodys Corp
|
-3.51%
|
-3,800
|
104,587
|
-0.23%
|
$473.37
|
+1.24%($479.23)
|
6.41%
|
2015 Q2
|
≈ 9.75 years
|
|
|
|
Alphabet Inc, CL-C
|
-3.53%
|
-29,536
|
807,314
|
-0.73%
|
$190.44
|
+85.83%($353.90)
|
19.90%
|
2020 Q1
|
≈ 5.00 years
|
|
|
|
Transdigm Group Incorporated
|
-3.53%
|
-2,919
|
79,754
|
-0.48%
|
$1,267.28
|
-0.53%($1,260.50)
|
13.08%
|
2015 Q1
|
≈ 10.00 years
|
|
|
|
Visa Inc, CL-A
|
-11.06%
|
-44,576
|
358,393
|
-1.82%
|
$316.04
|
+15.55%($365.18)
|
14.66%
|
2016 Q1
|
≈ 9.00 years
|
|
|
|
Amazon.com Inc
|
-11.19%
|
-66,780
|
529,991
|
-1.9%
|
$219.39
|
+23.55%($271.05)
|
15.05%
|
2021 Q3
|
≈ 3.50 years
|
|
|
|
Charter Communications Inc
|
-40.73%
|
-110,260
|
160,480
|
-4.89%
|
$342.77
|
-57.51%($145.66)
|
7.12%
|
2014 Q4
|
≈ 10.25 years
|
|
|
|
Union Pacific Corp
|
-100%
|
-74,500
|
0
|
-2.38%
|
$246.48
|
+18.37%($291.75)
|
0.00%
|
2024 Q1
|
≈ 0.75 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.