Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 2018, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q4 2018, the filing reported:

New Buys - None reported

Increases - Mastercard Incorporated, Visa Inc.

Reductions - Liberty Broadband Corporation, Moody's Corporation, SBA Communications Corporation, Charles Schwab Corporation (The, Transdigm Group Incorporated, and 1 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-133,421	-14.8%	$55.22K	766,579
Q4 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+59,000	+31.7%	$46.22K	245,000
Q4 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-36,761	-4.0%	$122.62K	875,628
Q4 2018	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell	-116,986	-17.3%	$90.28K	557,690
Q4 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-109,654	-4.0%	$109.12K	2,627,611
Q4 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-8,236	-4.0%	$67.15K	197,462
Q4 2018	V Visa Inc.	Visa Inc.	Buy	+70,000	+14.0%	$75.21K	570,000
Q4 2018	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell	-15,142	-3.9%	$40.62K	372,485