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

As of Jun 30, 2022, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 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