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 2019Mar 31, 2019	V Visa Inc.	Visa Inc.	Buy	+37,300+6.5%	$94.85K	607,300
Q1 2019Mar 31, 2019	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+26,300+10.7%	$63.88K	271,300
Q1 2019Mar 31, 2019	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+14,700+7.4%	$96.32K	212,162
Q1 2019Mar 31, 2019	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell	-267,767-71.9%	$13.93K	104,718
Q1 2019Mar 31, 2019	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell - Position Exit	-557,690-100.0%	$0.00	-
Q4 2018Dec 31, 2018	V Visa Inc.	Visa Inc.	Buy	+70,000+14.0%	$75.21K	570,000
Q4 2018Dec 31, 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+59,000+31.7%	$46.22K	245,000
Q4 2018Dec 31, 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-8,236-4.0%	$67.15K	197,462
Q4 2018Dec 31, 2018	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell	-15,142-3.9%	$40.62K	372,485
Q4 2018Dec 31, 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-36,761-4.0%	$122.62K	875,628
Q4 2018Dec 31, 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-109,654-4.0%	$109.13K	2,627,611
Q4 2018Dec 31, 2018	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell	-116,986-17.3%	$90.28K	557,690
Q4 2018Dec 31, 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-133,421-14.8%	$55.22K	766,579
Q2 2018Jun 30, 2018	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Buy - Position Entry	+387,627	$41.72K	387,627
Q2 2018Jun 30, 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+156,244+33.7%	$181.80K	620,029
Q2 2018Jun 30, 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+105,697+13.3%	$68.15K	900,000
Q2 2018Jun 30, 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-300-0.0%	$139.87K	2,737,265
Q2 2018Jun 30, 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-35,300-14.6%	$71.00K	205,698
Q2 2018Jun 30, 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-121,686-11.8%	$155.62K	912,389
Q1 2018Mar 31, 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy - Position Entry	+794,303	$68.06K	794,303
Q1 2018Mar 31, 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+237,565+9.5%	$142.96K	2,737,565
Q1 2018Mar 31, 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-142,244-23.5%	$144.34K	463,785
Q1 2018Mar 31, 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-149,000-38.2%	$73.97K	240,998
Q4 2017Dec 31, 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+215,400+55.1%	$203.60K	606,029
Q4 2017Dec 31, 2017	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-90,000-18.8%	$107.10K	389,998
Q4 2017Dec 31, 2017	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell	-150,000-18.2%	$110.22K	674,676
Q3 2017Sep 30, 2017	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+500,000+25.0%	$109.35K	2,500,000
Q3 2017Sep 30, 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+2,975+0.8%	$141.96K	390,629
Q2 2017Jun 30, 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+63,100+19.4%	$130.58K	387,654
Q1 2017Mar 31, 2017	SBAC SBA Communications Corporation	SBA Communications Corporation	Buy - Position Entry	+824,676	$99.27K	824,676

Page 6 of 8 • 224 total trades

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