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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | TDG Transdigm Group Incorporated | Buy | +20,434+32.8% |
Q3 2024Sep 30, 2024 | MCO Moody's Corporation | Sell | -42,400-28.1% |
Q3 2024Sep 30, 2024 | LRCX Lam Research Corporation | Sell - Position Exit | -52,530-100.0% |
Q3 2024Sep 30, 2024 | MSCI MSCI Inc. | Sell - Position Exit | -57,920-100.0% |
Q3 2024Sep 30, 2024 | CHTR Charter Communications, Inc. | Sell | -356,785-56.9% |
Q2 2024Jun 30, 2024 | CHTR Charter Communications, Inc. | Buy | +165,880+35.9% |
Q2 2024Jun 30, 2024 | MSCI MSCI Inc. | Buy - Position Entry | +57,920 |
Q2 2024Jun 30, 2024 | MCO Moody's Corporation | Sell | -23,966-13.7% |
Q2 2024Jun 30, 2024 | TDG Transdigm Group Incorporated | Sell | -40,443-39.4% |
Q2 2024Jun 30, 2024 | GOOG Alphabet Inc. | Sell | -60,040-7.7% |
Q2 2024Jun 30, 2024 | V Visa Inc. | Sell | -82,838-27.4% |
Q2 2024Jun 30, 2024 | CP Canadian Pacific Kansas City Li | Sell | -126,110-28.6% |
Q2 2024Jun 30, 2024 | VRSN VeriSign, Inc. | Sell - Position Exit | -233,415-100.0% |
Q1 2024Mar 31, 2024 | UNP Union Pacific Corporation | Buy - Position Entry | +74,500 |
Q1 2024Mar 31, 2024 | CHTR Charter Communications, Inc. | Buy | +63,600+16.0% |
Q1 2024Mar 31, 2024 | GOOG Alphabet Inc. | Buy | +61,600+8.6% |
Q1 2024Mar 31, 2024 | LRCX Lam Research Corporation | Sell | -9,530-15.4% |
Q1 2024Mar 31, 2024 | TDG Transdigm Group Incorporated | Sell | -17,300-14.4% |
Q1 2024Mar 31, 2024 | V Visa Inc. | Sell | -64,470-17.6% |
Q4 2023Dec 31, 2023 | CP Canadian Pacific Kansas City Li | Buy - Position Entry | +440,844 |
Q4 2023Dec 31, 2023 | VRSN VeriSign, Inc. | Buy | +78,721+50.9% |
Q4 2023Dec 31, 2023 | MCO Moody's Corporation | Buy | +51,109+41.3% |
Q4 2023Dec 31, 2023 | CHTR Charter Communications, Inc. | Buy | +16,297+4.3% |
Q4 2023Dec 31, 2023 | TDG Transdigm Group Incorporated | Sell | -9,018-7.0% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -24,650-9.7% |
Q4 2023Dec 31, 2023 | V Visa Inc. | Sell | -32,845-8.2% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell | -106,200-12.9% |
Q4 2023Dec 31, 2023 | AMZN Amazon.com, Inc. | Sell | -178,035-24.7% |
Q4 2023Dec 31, 2023 | KKR KKR & Co. Inc. | Sell - Position Exit | -493,692-100.0% |
Q2 2023Jun 30, 2023 | VRSN VeriSign, Inc. | Sell | -6,810-4.2% |