Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2019, the filing reported:

New Buys - None reported

Increases - Mastercard Incorporated, Transdigm Group Incorporated, Visa Inc.

Reductions - Verisk Analytics, Inc.

Complete Exits - SBA Communications Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+26,300	+10.7%	$63.88K	271,300
Q1 2019	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell - Position Exit	-557,690	-100.0%	$0.00	-
Q1 2019	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+14,700	+7.4%	$96.32K	212,162
Q1 2019	V Visa Inc.	Visa Inc.	Buy	+37,300	+6.5%	$94.85K	607,300
Q1 2019	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell	-267,767	-71.9%	$13.93K	104,718