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 2020Dec 31, 2020	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-249,000-32.5%	$81.97K	517,579
Q4 2020Dec 31, 2020	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell	-265,000-40.1%	$50.95K	395,800
Q3 2020Sep 30, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+379,050	$79.73K	379,050
Q3 2020Sep 30, 2020	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy	+88,000+15.4%	$68.90K	660,800
Q3 2020Sep 30, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-36,400-5.6%	$177.92K	613,828
Q3 2020Sep 30, 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-37,800-16.6%	$90.40K	190,274
Q3 2020Sep 30, 2020	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-78,075-28.1%	$67.44K	199,425
Q2 2020Jun 30, 2020	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy	+200,000+53.6%	$63.49K	572,800
Q2 2020Jun 30, 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-51,926-18.5%	$100.82K	228,074
Q2 2020Jun 30, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-191,000-22.7%	$178.64K	650,228
Q2 2020Jun 30, 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell - Position Exit	-412,300-100.0%	$0.00	-
Q1 2020Mar 31, 2020	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy - Position Entry	+372,800	$29.57K	372,800
Q1 2020Mar 31, 2020	V Visa Inc.	Visa Inc.	Buy	+100,000+18.2%	$104.73K	650,000
Q1 2020Mar 31, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+90,120	$104.79K	90,120
Q1 2020Mar 31, 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+42,500+18.1%	$67.03K	277,500
Q1 2020Mar 31, 2020	SPGI S&P Global Inc.	S&P Global Inc.	Buy - Position Entry	+28,100	$6.89K	28,100
Q1 2020Mar 31, 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+15,000+5.7%	$89.65K	280,000
Q1 2020Mar 31, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-34,400-3.9%	$177.92K	841,228
Q1 2020Mar 31, 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-120,000-19.4%	$218.17K	500,029
Q1 2020Mar 31, 2020	FOXA Fox Corporation	Fox Corporation	Sell - Position Exit	-1,962,000-100.0%	$0.00	-
Q1 2020Mar 31, 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-2,237,700-84.4%	$13.86K	412,300
Q4 2019Dec 31, 2019	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+40,000+17.8%	$148.40K	265,000
Q4 2019Dec 31, 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-36,300-13.4%	$70.17K	235,000
Q4 2019Dec 31, 2019	V Visa Inc.	Visa Inc.	Sell	-57,300-9.4%	$103.34K	550,000
Q4 2019Dec 31, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-500,000-15.9%	$126.03K	2,650,000
Q3 2019Sep 30, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+522,389+19.9%	$131.76K	3,150,000
Q3 2019Sep 30, 2019	FOXA Fox Corporation	Fox Corporation	Buy	+233,406+13.5%	$61.87K	1,962,000
Q3 2019Sep 30, 2019	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+12,838+6.1%	$117.15K	225,000
Q2 2019Jun 30, 2019	FOXA Fox Corporation	Fox Corporation	Buy - Position Entry	+1,728,594	$63.32K	1,728,594
Q2 2019Jun 30, 2019	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell - Position Exit	-104,718-100.0%	$0.00	-

Page 5 of 8 • 224 total trades

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