Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2020. 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 Q2 2020, the filing reported:

New Buys - None reported

Increases - Guidewire Software, Inc.

Reductions - Moody's Corporation, Transdigm Group Incorporated

Complete Exits - Charles Schwab Corporation (The

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
Q2 2020	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy	+200,000	+53.6%	$63.49K	572,800
Q2 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-191,000	-22.7%	$178.64K	650,228
Q2 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell - Position Exit	-412,300	-100.0%	$0.00	-
Q2 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-51,926	-18.5%	$100.82K	228,074