Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q3 2022)
According to the SEC 13F filed on Nov 10, 2022, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2022, the filing reported:
New Buys - Lam Research Corporation
Increases - Charter Communications, Inc., Alphabet Inc.
Reductions - Amazon.com, Inc., Guidewire Software, Inc., Moody's Corporation, Microsoft Corporation, Transdigm Group Incorporated, and 2 more
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 |
|---|---|---|---|
|
Q3 2022
|
AMZN
Amazon.com, Inc.
|
Sell |
-59,184
|
|
Q3 2022
|
CHTR
Charter Communications, Inc.
|
Buy |
+66,665
|
|
Q3 2022
|
GOOG
Alphabet Inc.
|
Buy |
+776,589
|
|
Q3 2022
|
GWRE
Guidewire Software, Inc.
|
Sell |
-95,560
|
|
Q3 2022
|
LRCX
Lam Research Corporation
|
Buy - Position Entry |
+62,060
|
|
Q3 2022
|
MCO
Moody's Corporation
|
Sell |
-23,335
|
|
Q3 2022
|
MSFT
Microsoft Corporation
|
Sell |
-28,733
|
|
Q3 2022
|
TDG
Transdigm Group Incorporated
|
Sell |
-109
|
|
Q3 2022
|
V
Visa Inc.
|
Sell |
-16,931
|
|
Q3 2022
|
VRSN
VeriSign, Inc.
|
Sell |
-33,707
|