Stuart Mclaughlin – Triple Frond Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 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 Q2 2025, the filing reported:
New Buys – None reported
Reductions – Transdigm Group Incorporated (TDG)
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.
Triple Frond Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2021Dec 31, 2021 | VRSN VeriSign, Inc. | Sell | -8,265-5.0% |
Q4 2021Dec 31, 2021 | META Meta Platforms, Inc. | Sell | -9,028-5.0% |
Q4 2021Dec 31, 2021 | GWRE Guidewire Software, Inc. | Sell | -19,730-5.0% |
Q4 2021Dec 31, 2021 | MSFT Microsoft Corporation | Sell | -40,646-16.3% |
Q4 2021Dec 31, 2021 | MCO Moody's Corporation | Sell | -117,647-47.1% |
Q3 2021Sep 30, 2021 | VRSN VeriSign, Inc. | Buy | +49,400+42.4% |
Q3 2021Sep 30, 2021 | AMZN Amazon.com, Inc. | Buy - Position Entry | +21,857 |
Q3 2021Sep 30, 2021 | MCO Moody's Corporation | Sell | -48,608-16.3% |
Q3 2021Sep 30, 2021 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -170,450-100.0% |
Q3 2021Sep 30, 2021 | LBRDK Liberty Broadband Corporation | Sell - Position Exit | -182,379-100.0% |
Q2 2021Jun 30, 2021 | BABA Alibaba Group Holding Limited | Buy | +34,950+25.8% |
Q2 2021Jun 30, 2021 | META Meta Platforms, Inc. | Buy | +31,600+21.1% |
Q2 2021Jun 30, 2021 | TDG Transdigm Group Incorporated | Buy | +14,120+12.4% |
Q2 2021Jun 30, 2021 | LBRDK Liberty Broadband Corporation | Sell | -61,800-25.3% |
Q2 2021Jun 30, 2021 | MCO Moody's Corporation | Sell | -75,220-20.1% |
Q1 2021Mar 31, 2021 | META Meta Platforms, Inc. | Buy - Position Entry | +149,500 |
Q1 2021Mar 31, 2021 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +135,500 |
Q1 2021Mar 31, 2021 | V Visa Inc. | Sell | -143,500-24.0% |
Q1 2021Mar 31, 2021 | LBRDK Liberty Broadband Corporation | Sell | -273,400-52.8% |
Q4 2020Dec 31, 2020 | VRSN VeriSign, Inc. | Buy - Position Entry | +116,390 |
Q4 2020Dec 31, 2020 | SPGI S&P Global Inc. | Sell - Position Exit | -28,100-100.0% |
Q4 2020Dec 31, 2020 | GOOG Alphabet Inc. | Sell | -41,000-45.5% |
Q4 2020Dec 31, 2020 | V Visa Inc. | Sell | -52,000-8.0% |
Q4 2020Dec 31, 2020 | TDG Transdigm Group Incorporated | Sell | -76,000-39.9% |
Q4 2020Dec 31, 2020 | MSFT Microsoft Corporation | Sell | -129,000-34.0% |
Q4 2020Dec 31, 2020 | CHTR Charter Communications, Inc. | Sell | -182,500-36.5% |
Q4 2020Dec 31, 2020 | MA Mastercard Incorporated | Sell - Position Exit | -199,425-100.0% |
Q4 2020Dec 31, 2020 | MCO Moody's Corporation | Sell | -240,000-39.1% |
Q4 2020Dec 31, 2020 | LBRDK Liberty Broadband Corporation | Sell | -249,000-32.5% |
Q4 2020Dec 31, 2020 | GWRE Guidewire Software, Inc. | Sell | -265,000-40.1% |