Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q3 2024)
As of Sep 30, 2024, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 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 Q3 2024, the filing reported:
New Buys - None reported
Increases - Amazon.com, Inc., Alphabet Inc., Microsoft Corporation, Transdigm Group Incorporated, Visa Inc.
Reductions - Charter Communications, Inc., Moody's Corporation
Complete Exits - Lam Research, MSCI 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 |
|---|---|---|---|
|
Q3 2024
|
AMZN
Amazon.com, Inc.
|
Buy |
+54,870
|
|
Q3 2024
|
CHTR
Charter Communications, Inc.
|
Sell |
-356,785
|
|
Q3 2024
|
GOOG
Alphabet Inc.
|
Buy |
+118,590
|
|
Q3 2024
|
LRCX
Lam Research
|
Sell - Position Exit |
-52,530
|
|
Q3 2024
|
MCO
Moody's Corporation
|
Sell |
-42,400
|
|
Q3 2024
|
MSCI
MSCI Inc.
|
Sell - Position Exit |
-57,920
|
|
Q3 2024
|
MSFT
Microsoft Corporation
|
Buy |
+23,490
|
|
Q3 2024
|
TDG
Transdigm Group Incorporated
|
Buy |
+20,434
|
|
Q3 2024
|
V
Visa Inc.
|
Buy |
+183,640
|