Stuart Mclaughlin - Triple Frond Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 10 | |
| Portfolio Value | $739,947 |
Triple Frond Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Sell - Position Exit | -76,750-100.0% |
Q2 2025Jun 30, 2025 | MCO Moody's Corporation | Sell - Position Exit | -81,627-100.0% |
Q2 2025Jun 30, 2025 | TDG Transdigm Group Incorporated | Sell - Position Exit | -92,144-100.0% |
Q2 2025Jun 30, 2025 | CHTR Charter Communications, Inc. | Sell - Position Exit | -160,480-100.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -403,043-100.0% |
Q2 2025Jun 30, 2025 | AMZN Amazon.com, Inc. | Sell - Position Exit | -487,191-100.0% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell - Position Exit | -648,905-100.0% |
Q2 2025Jun 30, 2025 | CCCS CCC Intelligent Solutions Holdi | Sell - Position Exit | -2,415,000-100.0% |
Q1 2025Mar 31, 2025 | CCCS CCC Intelligent Solutions Holdi | Buy - Position Entry | +2,415,000 |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Buy | +124,585+44.7% |
Q1 2025Mar 31, 2025 | META Meta Platforms, Inc. | Buy - Position Entry | +76,750 |
Q1 2025Mar 31, 2025 | TDG Transdigm Group Incorporated | Buy | +12,390+15.5% |
Q1 2025Mar 31, 2025 | MCO Moody's Corporation | Sell | -22,960-22.0% |
Q1 2025Mar 31, 2025 | AMZN Amazon.com, Inc. | Sell | -42,800-8.1% |
Q1 2025Mar 31, 2025 | GOOG Alphabet Inc. | Sell | -158,409-19.6% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell - Position Exit | -358,393-100.0% |
Q1 2025Mar 31, 2025 | CP Canadian Pacific Kansas City Li | Sell - Position Exit | -404,369-100.0% |
Q4 2024Dec 31, 2024 | CP Canadian Pacific Kansas City Li | Buy | +89,635+28.5% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Buy | +26,314+10.4% |
Q4 2024Dec 31, 2024 | TDG Transdigm Group Incorporated | Sell | -2,919-3.5% |
Q4 2024Dec 31, 2024 | MCO Moody's Corporation | Sell | -3,800-3.5% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Sell | -29,536-3.5% |
Q4 2024Dec 31, 2024 | V Visa Inc. | Sell | -44,576-11.1% |
Q4 2024Dec 31, 2024 | AMZN Amazon.com, Inc. | Sell | -66,780-11.2% |
Q4 2024Dec 31, 2024 | UNP Union Pacific Corporation | Sell - Position Exit | -74,500-100.0% |
Q4 2024Dec 31, 2024 | CHTR Charter Communications, Inc. | Sell | -110,260-40.7% |
Q3 2024Sep 30, 2024 | V Visa Inc. | Buy | +183,640+83.7% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Buy | +118,590+16.5% |
Q3 2024Sep 30, 2024 | AMZN Amazon.com, Inc. | Buy | +54,870+10.1% |
Q3 2024Sep 30, 2024 | MSFT Microsoft Corporation | Buy | +23,490+10.3% |