Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 12, 2023. 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 2023, the filing reported:

New Buys - KKR & Co. Inc.

Increases - Amazon.com, Inc.

Reductions - Moody's Corporation, Transdigm Group Incorporated, Visa Inc., VeriSign, 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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+140,800	+24.3%	$74.36K	719,936
Q1 2023	KKR KKR & Co. Inc.	KKR & Co. Inc.	Buy - Position Entry	+493,692	-	$25.93K	493,692
Q1 2023	MCO Moody's Corporation	Moody's Corporation	Sell	-34,354	-21.7%	$37.84K	123,644
Q1 2023	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-17,291	-11.8%	$95.08K	129,000
Q1 2023	V Visa Inc.	Visa Inc.	Sell	-67,294	-14.4%	$90.07K	399,482
Q1 2023	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-2,500	-1.5%	$34.13K	161,504