Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q3 2022)
As of Sep 30, 2022, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 10, 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
|