Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 15, 2022, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Amazon.com, Inc., Moody's Corporation, Microsoft Corporation, VeriSign, Inc.

Reductions - Charter Communications, Inc., Alphabet Inc., Guidewire Software, Inc., Visa Inc.

Complete Exits - Meta Platforms, Inc.

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 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+507,193	+2442.3%	$56.08K	527,960
Q2 2022	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-2,446	-0.8%	$147.63K	315,083
Q2 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-360	-0.8%	$101.30K	46,311
Q2 2022	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell	-2,898	-0.8%	$26.49K	373,172
Q2 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+48,980	+37.0%	$49.32K	181,333
Q2 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-172,072	-100.0%	$0.00	-
Q2 2022	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+48,983	+23.4%	$66.36K	258,387
Q2 2022	V Visa Inc.	Visa Inc.	Sell	-71,276	-12.8%	$95.24K	483,707
Q2 2022	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+40,186	+25.5%	$33.08K	197,711