Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2023)

According to the SEC 13F filed on Aug 08, 2023, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2023. 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 2023, the filing reported:

New Buys - None reported
Increases - None reported
Reductions - VeriSign, 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 Type Change Qty
Q2 2023
VRSN
VeriSign, Inc.
Sell
-6,810