Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q1 2024)

According to the SEC 13F filed on May 14, 2024, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. 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 2024, the filing reported:

New Buys - Union Pacific Corporation

Increases - Charter Communications, Inc., Alphabet Inc.

Reductions - Lam Research, Transdigm Group Incorporated, 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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2024	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+63,600	+16.0%	$134.17K	461,645
Q1 2024	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+61,600	+8.6%	$118.50K	778,300
Q1 2024	LRCX Lam Research	Lam Research	Sell	-9,530	-15.4%	$51.04K	52,530
Q1 2024	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-17,300	-14.4%	$126.46K	102,682
Q1 2024	UNP Union Pacific Corporation	Union Pacific Corporation	Buy - Position Entry	+74,500	-	$18.32K	74,500
Q1 2024	V Visa Inc.	Visa Inc.	Sell	-64,470	-17.6%	$84.33K	302,167