Triple Frond Partners

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ VRSN - Verisign Inc. Add 50.89% 78,721 1.93
≡ MCO - Moody's Corp. Add 41.34% 51,109 2.37
≡ CHTR - Charter Communications Add 4.27% 16,297 0.75
≡ CP - Canadian Pacific Kansas City Buy 440,844 4.15
Q1  2023
≡ AMZN - Amazon.com Inc. Add 24.31% 140,800 2.12
≡ KKR - KKR & Co. L.P. Buy 493,692 3.78
Q4  2022
≡ AMZN - Amazon.com Inc. Add 23.54% 110,360 1.53
≡ MSFT - Microsoft Corp. Add 10.30% 23,650 0.94
Q3  2022
≡ CHTR - Charter Communications Add 21.16% 66,665 3.56
≡ LRCX - Lam Research Buy 62,060 4.00
Q2  2022
≡ MCO - Moody's Corp. Add 37.01% 48,980 2.04
≡ AMZN - Amazon.com Inc. Add 27.12% 112,620 1.83
≡ VRSN - Verisign Inc. Add 25.51% 40,186 1.03
≡ MSFT - Microsoft Corp. Add 23.39% 48,983 1.92
Q4  2021
≡ V - Visa Inc. Add 22.11% 100,483 2.45
≡ TDG - TransDigm Group Inc. Add 14.02% 18,006 1.29
Q3  2021
≡ VRSN - Verisign Inc. Add 42.44% 49,400 1.11
≡ AMZN - Amazon.com Inc. Buy 437,140 7.83
Q2  2021
≡ BABA - Alibaba Group Holdings Add 25.79% 34,950 0.86
≡ META - Meta Platforms Inc. Add 21.14% 31,600 1.19
≡ TDG - TransDigm Group Inc. Add 12.36% 14,120 0.99
Q1  2021
≡ META - Meta Platforms Inc. Buy 149,500 5.46
≡ BABA - Alibaba Group Holdings Buy 135,500 3.81
Q4  2020
≡ VRSN - Verisign Inc. Buy 116,390 3.07
Q3  2020
≡ GWRE - Guidewire Software Inc. Add 15.36% 88,000 0.78
≡ MSFT - Microsoft Corp. Buy 379,050 6.76
Q2  2020
≡ GWRE - Guidewire Software Inc. Add 53.65% 200,000 2.14
Q1  2020
≡ V - Visa Inc. Add 18.18% 100,000 1.80
≡ MA - Mastercard Inc. Add 18.09% 42,500 1.14
≡ TDG - TransDigm Group Inc. Add 5.66% 15,000 0.54
≡ GOOG - Alphabet Inc. CL C Buy 1,802,400 11.68
≡ GWRE - Guidewire Software Inc. Buy 372,800 3.29
≡ SPGI - S&P Global Inc. Buy 28,100 0.77
Q4  2019
≡ TDG - TransDigm Group Inc. Add 17.78% 40,000 1.93
Q3  2019
≡ SCHW - Charles Schwab Corp. Add 19.88% 522,389 2.09
≡ FOXA - Fox Corporation Add 13.50% 233,406 0.71
≡ TDG - TransDigm Group Inc. Add 6.05% 12,838 0.64
Q2  2019
≡ FOXA - Fox Corporation Buy 1,728,594 6.40
Q1  2019
≡ MA - Mastercard Inc. Add 10.73% 26,300 0.72
≡ TDG - TransDigm Group Inc. Add 7.44% 14,700 0.77
≡ V - Visa Inc. Add 6.54% 37,300 0.67
Q4  2018
≡ MA - Mastercard Inc. Add 31.72% 59,000 1.36
≡ V - Visa Inc. Add 14.00% 70,000 1.13
Q2  2018
≡ CHTR - Charter Communications Add 33.69% 156,244 4.83
≡ LBRDK - Liberty Broadband Corp. CL C Add 13.31% 105,697 0.84
≡ VRSK - Verisk Analytics Inc. Buy 387,627 4.40
Q1  2018
≡ SCHW - Charles Schwab Corp. Add 9.50% 237,565 1.39
≡ LBRDK - Liberty Broadband Corp. CL C Buy 794,303 7.65
Q4  2017
≡ CHTR - Charter Communications Add 55.14% 215,400 8.20