Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q4 2024)

According to the SEC 13F filed on Feb 11, 2025, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2024, the filing reported:

New Buys - Lam Research

Increases - Canadian Pacific Kansas City Li, Microsoft Corporation

Reductions - Amazon.com, Inc., Charter Communications, Inc., Alphabet Inc., Moody's Corporation, Transdigm Group Incorporated, and 1 more

Complete Exits - Union Pacific Corporation

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 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-66,780	-11.2%	$116.28K	529,991
Q4 2024	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-110,260	-40.7%	$55.01K	160,480
Q4 2024	CP Canadian Pacific Kansas City Li	Canadian Pacific Kansas City Li	Buy	+89,635	+28.5%	$29.26K	404,369
Q4 2024	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-29,536	-3.5%	$153.75K	807,314
Q4 2024	LRCX Lam Research	Lam Research	Buy - Position Entry	+511,765	-	$36.97K	511,765
Q4 2024	MCO Moody's Corporation	Moody's Corporation	Sell	-3,800	-3.5%	$49.51K	104,587
Q4 2024	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+26,314	+10.4%	$117.37K	278,458
Q4 2024	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-2,919	-3.5%	$101.07K	79,754
Q4 2024	UNP Union Pacific Corporation	Union Pacific Corporation	Sell - Position Exit	-74,500	-100.0%	$0.00	-
Q4 2024	V Visa Inc.	Visa Inc.	Sell	-44,576	-11.1%	$113.27K	358,393