Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 14, 2024, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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
|