Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q4 2022)
As of Dec 31, 2022, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 08, 2023. 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 2022, the filing reported:
New Buys - None reported
Increases - Amazon.com, Inc., Microsoft Corporation
Reductions - None reported
Complete Exits - Guidewire Software, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.