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
Q4 2021Dec 31, 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,090-5.0%	$69.24K	20,767
Q4 2021Dec 31, 2021	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-2,449-5.0%	$135.05K	46,671
Q4 2021Dec 31, 2021	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-8,265-5.0%	$39.98K	157,525
Q4 2021Dec 31, 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-9,028-5.0%	$57.88K	172,072
Q4 2021Dec 31, 2021	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell	-19,730-5.0%	$42.70K	376,070
Q4 2021Dec 31, 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-40,646-16.3%	$70.43K	209,404
Q4 2021Dec 31, 2021	MCO Moody's Corporation	Moody's Corporation	Sell	-117,647-47.1%	$51.70K	132,353
Q3 2021Sep 30, 2021	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+49,400+42.4%	$33.99K	165,790
Q3 2021Sep 30, 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+21,857	$71.80K	21,857
Q3 2021Sep 30, 2021	MCO Moody's Corporation	Moody's Corporation	Sell	-48,608-16.3%	$88.78K	250,000
Q3 2021Sep 30, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell - Position Exit	-170,450-100.0%	$0.00	-
Q3 2021Sep 30, 2021	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell - Position Exit	-182,379-100.0%	$0.00	-
Q2 2021Jun 30, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+34,950+25.8%	$38.66K	170,450
Q2 2021Jun 30, 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+31,600+21.1%	$62.97K	181,100
Q2 2021Jun 30, 2021	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+14,120+12.4%	$83.11K	128,394
Q2 2021Jun 30, 2021	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-61,800-25.3%	$31.67K	182,379
Q2 2021Jun 30, 2021	MCO Moody's Corporation	Moody's Corporation	Sell	-75,220-20.1%	$108.21K	298,608
Q1 2021Mar 31, 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+149,500	$44.03K	149,500
Q1 2021Mar 31, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+135,500	$30.72K	135,500
Q1 2021Mar 31, 2021	V Visa Inc.	Visa Inc.	Sell	-143,500-24.0%	$96.23K	454,500
Q1 2021Mar 31, 2021	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-273,400-52.8%	$36.66K	244,179
Q4 2020Dec 31, 2020	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy - Position Entry	+116,390	$25.19K	116,390
Q4 2020Dec 31, 2020	SPGI S&P Global Inc.	S&P Global Inc.	Sell - Position Exit	-28,100-100.0%	$0.00	-
Q4 2020Dec 31, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-41,000-45.5%	$86.05K	49,120
Q4 2020Dec 31, 2020	V Visa Inc.	Visa Inc.	Sell	-52,000-8.0%	$130.80K	598,000
Q4 2020Dec 31, 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-76,000-39.9%	$70.72K	114,274
Q4 2020Dec 31, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-129,000-34.0%	$55.62K	250,050
Q4 2020Dec 31, 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-182,500-36.5%	$210.06K	317,529
Q4 2020Dec 31, 2020	MA Mastercard Incorporated	Mastercard Incorporated	Sell - Position Exit	-199,425-100.0%	$0.00	-
Q4 2020Dec 31, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-240,000-39.1%	$108.50K	373,828

Page 4 of 8 • 224 total trades

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