Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q1 2021)
According to the SEC 13F filed on May 13, 2021, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. 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 2021, the filing reported:
New Buys - Alibaba Group Holding Limited, Meta Platforms, Inc.
Increases - None reported
Reductions - Liberty Broadband Corporation, Visa Inc.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.