Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q4 2022)
According to the SEC 13F filed on Feb 08, 2023, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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.