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

As of Dec 31, 2024, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 11, 2025. 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 Corporation

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 Corporation	Lam Research Corporation	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