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

As of Mar 31, 2024, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 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 Corporation, 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 Corporation	Lam Research Corporation	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