Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q3 2024)

According to the SEC 13F filed on Nov 13, 2024, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Sep 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 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 Corporation, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+54,870	+10.1%	$111.20K	596,771
Q3 2024	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-356,785	-56.9%	$87.74K	270,740
Q3 2024	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+118,590	+16.5%	$139.91K	836,850
Q3 2024	LRCX Lam Research Corporation	Lam Research Corporation	Sell - Position Exit	-52,530	-100.0%	$0.00	-
Q3 2024	MCO Moody's Corporation	Moody's Corporation	Sell	-42,400	-28.1%	$51.44K	108,387
Q3 2024	MSCI MSCI Inc.	MSCI Inc.	Sell - Position Exit	-57,920	-100.0%	$0.00	-
Q3 2024	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+23,490	+10.3%	$108.50K	252,144
Q3 2024	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+20,434	+32.8%	$117.98K	82,673
Q3 2024	V Visa Inc.	Visa Inc.	Buy	+183,640	+83.7%	$110.80K	402,969