Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2024)
As of Jun 30, 2024, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 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 Q2 2024, the filing reported:
New Buys - MSCI Inc.
Increases - Charter Communications, Inc.
Reductions - Canadian Pacific Kansas City Li, Alphabet Inc., Moody's Corporation, Transdigm Group Incorporated, Visa Inc.
Complete Exits - VeriSign, Inc.
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 2024
|
CHTR
Charter Communications, Inc.
|
Buy |
+165,880
|
|
Q2 2024
|
CP
Canadian Pacific Kansas City Li
|
Sell |
-126,110
|
|
Q2 2024
|
GOOG
Alphabet Inc.
|
Sell |
-60,040
|
|
Q2 2024
|
MCO
Moody's Corporation
|
Sell |
-23,966
|
|
Q2 2024
|
MSCI
MSCI Inc.
|
Buy - Position Entry |
+57,920
|
|
Q2 2024
|
TDG
Transdigm Group Incorporated
|
Sell |
-40,443
|
|
Q2 2024
|
V
Visa Inc.
|
Sell |
-82,838
|
|
Q2 2024
|
VRSN
VeriSign, Inc.
|
Sell - Position Exit |
-233,415
|