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 |
|---|---|---|---|
Q1 2019Mar 31, 2019 | TDG Transdigm Group Incorporated | Buy | +14,700+7.4% |
Q1 2019Mar 31, 2019 | VRSK Verisk Analytics, Inc. | Sell | -267,767-71.9% |
Q1 2019Mar 31, 2019 | SBAC SBA Communications Corporation | Sell - Position Exit | -557,690-100.0% |
Q4 2018Dec 31, 2018 | V Visa Inc. | Buy | +70,000+14.0% |
Q4 2018Dec 31, 2018 | MA Mastercard Incorporated | Buy | +59,000+31.7% |
Q4 2018Dec 31, 2018 | TDG Transdigm Group Incorporated | Sell | -8,236-4.0% |
Q4 2018Dec 31, 2018 | VRSK Verisk Analytics, Inc. | Sell | -15,142-3.9% |
Q4 2018Dec 31, 2018 | MCO Moody's Corporation | Sell | -36,761-4.0% |
Q4 2018Dec 31, 2018 | SCHW Charles Schwab Corporation (The | Sell | -109,654-4.0% |
Q4 2018Dec 31, 2018 | SBAC SBA Communications Corporation | Sell | -116,986-17.3% |
Q4 2018Dec 31, 2018 | LBRDK Liberty Broadband Corporation | Sell | -133,421-14.8% |
Q2 2018Jun 30, 2018 | VRSK Verisk Analytics, Inc. | Buy - Position Entry | +387,627 |
Q2 2018Jun 30, 2018 | CHTR Charter Communications, Inc. | Buy | +156,244+33.7% |
Q2 2018Jun 30, 2018 | LBRDK Liberty Broadband Corporation | Buy | +105,697+13.3% |
Q2 2018Jun 30, 2018 | SCHW Charles Schwab Corporation (The | Sell | -300-0.0% |
Q2 2018Jun 30, 2018 | TDG Transdigm Group Incorporated | Sell | -35,300-14.6% |
Q2 2018Jun 30, 2018 | MCO Moody's Corporation | Sell | -121,686-11.8% |
Q1 2018Mar 31, 2018 | LBRDK Liberty Broadband Corporation | Buy - Position Entry | +794,303 |
Q1 2018Mar 31, 2018 | SCHW Charles Schwab Corporation (The | Buy | +237,565+9.5% |
Q1 2018Mar 31, 2018 | CHTR Charter Communications, Inc. | Sell | -142,244-23.5% |
Q1 2018Mar 31, 2018 | TDG Transdigm Group Incorporated | Sell | -149,000-38.2% |
Q4 2017Dec 31, 2017 | CHTR Charter Communications, Inc. | Buy | +215,400+55.1% |
Q4 2017Dec 31, 2017 | TDG Transdigm Group Incorporated | Sell | -90,000-18.8% |
Q4 2017Dec 31, 2017 | SBAC SBA Communications Corporation | Sell | -150,000-18.2% |
Q3 2017Sep 30, 2017 | SCHW Charles Schwab Corporation (The | Buy | +500,000+25.0% |
Q3 2017Sep 30, 2017 | CHTR Charter Communications, Inc. | Buy | +2,975+0.8% |
Q2 2017Jun 30, 2017 | CHTR Charter Communications, Inc. | Buy | +63,100+19.4% |
Q1 2017Mar 31, 2017 | SBAC SBA Communications Corporation | Buy - Position Entry | +824,676 |
Q1 2017Mar 31, 2017 | TDG Transdigm Group Incorporated | Buy | +150,850+45.8% |
Q1 2017Mar 31, 2017 | SCHW Charles Schwab Corporation (The | Sell | -255,000-11.3% |