Stuart Mclaughlin - Triple Frond Partners Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		10
Portfolio Value		$739,947

Triple Frond Partners Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2023Mar 31, 2023	KKR KKR & Co. Inc.	KKR & Co. Inc.	Buy - Position Entry	+493,692	$25.93K	493,692
Q1 2023Mar 31, 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+140,800+24.3%	$74.36K	719,936
Q1 2023Mar 31, 2023	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-2,500-1.5%	$34.13K	161,504
Q1 2023Mar 31, 2023	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-17,291-11.8%	$95.08K	129,000
Q1 2023Mar 31, 2023	MCO Moody's Corporation	Moody's Corporation	Sell	-34,354-21.7%	$37.84K	123,644
Q1 2023Mar 31, 2023	V Visa Inc.	Visa Inc.	Sell	-67,294-14.4%	$90.07K	399,482
Q4 2022Dec 31, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+110,360+23.5%	$48.65K	579,136
Q4 2022Dec 31, 2022	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+23,650+10.3%	$60.75K	253,304
Q4 2022Dec 31, 2022	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell - Position Exit	-277,612-100.0%	$0.00	-
Q3 2022Sep 30, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+776,589+1676.9%	$79.12K	822,900
Q3 2022Sep 30, 2022	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+66,665+21.2%	$115.80K	381,748
Q3 2022Sep 30, 2022	LRCX Lam Research Corporation	Lam Research Corporation	Buy - Position Entry	+62,060	$22.71K	62,060
Q3 2022Sep 30, 2022	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-109-0.1%	$76.78K	146,291
Q3 2022Sep 30, 2022	V Visa Inc.	Visa Inc.	Sell	-16,931-3.5%	$82.92K	466,776
Q3 2022Sep 30, 2022	MCO Moody's Corporation	Moody's Corporation	Sell	-23,335-12.9%	$38.41K	157,998
Q3 2022Sep 30, 2022	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-28,733-11.1%	$53.49K	229,654
Q3 2022Sep 30, 2022	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-33,707-17.0%	$28.49K	164,004
Q3 2022Sep 30, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-59,184-11.2%	$52.97K	468,776
Q3 2022Sep 30, 2022	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell	-95,560-25.6%	$17.09K	277,612
Q2 2022Jun 30, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+507,193+2442.3%	$56.08K	527,960
Q2 2022Jun 30, 2022	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+48,983+23.4%	$66.36K	258,387
Q2 2022Jun 30, 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+48,980+37.0%	$49.32K	181,333
Q2 2022Jun 30, 2022	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+40,186+25.5%	$33.08K	197,711
Q2 2022Jun 30, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-360-0.8%	$101.30K	46,311
Q2 2022Jun 30, 2022	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-2,446-0.8%	$147.63K	315,083
Q2 2022Jun 30, 2022	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell	-2,898-0.8%	$26.49K	373,172
Q2 2022Jun 30, 2022	V Visa Inc.	Visa Inc.	Sell	-71,276-12.8%	$95.24K	483,707
Q2 2022Jun 30, 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-172,072-100.0%	$0.00	-
Q4 2021Dec 31, 2021	V Visa Inc.	Visa Inc.	Buy	+100,483+22.1%	$120.27K	554,983
Q4 2021Dec 31, 2021	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+18,006+14.0%	$93.15K	146,400

Page 3 of 8 • 224 total trades

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