Triple Frond Partners

History Stock Activity Share change % change to portfolio ▼
Q2  2024
≡ TDG - TransDigm Group Inc. Reduce 39.39% 40,443 6.06
≡ CHTR - Charter Communications Add 35.93% 165,880 5.82
≡ VRSN - Verisign Inc. Sell 100.00% 233,415 5.03
≡ MSCI - MSCI Inc. Buy 57,920 3.27
≡ V - Visa Inc. Reduce 27.41% 82,838 2.55
≡ GOOG - Alphabet Inc. CL C Reduce 7.71% 60,040 1.29
≡ MCO - Moody's Corp. Reduce 13.71% 23,966 1.18
≡ CP - Canadian Pacific Kansas City Reduce 28.61% 126,110 1.17
Q1  2024
≡ TDG - TransDigm Group Inc. Reduce 14.42% 17,300 2.42
≡ CHTR - Charter Communications Add 15.98% 63,600 2.10
≡ UNP - Union Pacific Buy 74,500 2.09
≡ V - Visa Inc. Reduce 17.58% 64,470 2.05
≡ GOOG - Alphabet Inc. CL C Add 8.59% 61,600 1.07
≡ LRCX - Lam Research Reduce 15.36% 95,300 1.05
Q4  2023
≡ CP - Canadian Pacific Kansas City Buy 440,844 4.15
≡ KKR - KKR & Co. L.P. Sell 100.00% 493,692 3.86
≡ AMZN - Amazon.com Inc. Reduce 24.73% 178,035 3.22
≡ MCO - Moody's Corp. Add 41.34% 51,109 2.37
≡ VRSN - Verisign Inc. Add 50.89% 78,721 1.93
≡ GOOG - Alphabet Inc. CL C Reduce 12.91% 106,200 1.78
≡ MSFT - Microsoft Corp. Reduce 9.73% 24,650 1.10
≡ TDG - TransDigm Group Inc. Reduce 6.99% 9,018 1.09
≡ V - Visa Inc. Reduce 8.22% 32,845 1.02
≡ CHTR - Charter Communications Add 4.27% 16,297 0.75
Q2  2023
≡ VRSN - Verisign Inc. Reduce 4.22% 6,810 0.20
Q1  2023
≡ KKR - KKR & Co. L.P. Buy 493,692 3.78
≡ V - Visa Inc. Reduce 14.42% 67,294 2.21
≡ AMZN - Amazon.com Inc. Add 24.31% 140,800 2.12
≡ TDG - TransDigm Group Inc. Reduce 11.82% 17,291 1.86
≡ MCO - Moody's Corp. Reduce 21.74% 34,354 1.53
≡ VRSN - Verisign Inc. Reduce 1.52% 2,500 0.08
Q4  2022
≡ GWRE - Guidewire Software Inc. Sell 100.00% 277,612 3.01
≡ AMZN - Amazon.com Inc. Add 23.54% 110,360 1.53
≡ MSFT - Microsoft Corp. Add 10.30% 23,650 0.94
Q3  2022
≡ LRCX - Lam Research Buy 620,600 4.00
≡ CHTR - Charter Communications Add 21.16% 66,665 3.56
≡ GOOG - Alphabet Inc. CL C Reduce 11.16% 103,320 1.75
≡ MSFT - Microsoft Corp. Reduce 11.12% 28,733 1.18
≡ AMZN - Amazon.com Inc. Reduce 11.21% 59,184 1.18
≡ GWRE - Guidewire Software Inc. Reduce 25.61% 95,560 1.04
≡ VRSN - Verisign Inc. Reduce 17.05% 33,707 1.03
≡ MCO - Moody's Corp. Reduce 12.87% 23,335 1.00
≡ V - Visa Inc. Reduce 3.50% 16,931 0.53
≡ TDG - TransDigm Group Inc. Reduce 0.07% 109 0.01
Q2  2022
≡ META - Meta Platforms Inc. Sell 100.00% 172,072 4.74
≡ V - Visa Inc. Reduce 12.84% 71,276 2.15
≡ MCO - Moody's Corp. Add 37.01% 48,980 2.04
≡ MSFT - Microsoft Corp. Add 23.39% 48,983 1.92
≡ AMZN - Amazon.com Inc. Add 27.12% 112,620 1.83
≡ VRSN - Verisign Inc. Add 25.51% 40,186 1.03
≡ CHTR - Charter Communications Reduce 0.77% 2,446 0.18
≡ GOOG - Alphabet Inc. CL C Reduce 0.77% 7,200 0.12
≡ GWRE - Guidewire Software Inc. Reduce 0.77% 2,898 0.03
Q4  2021
≡ MCO - Moody's Corp. Reduce 47.06% 117,647 5.18
≡ V - Visa Inc. Add 22.11% 100,483 2.45
≡ MSFT - Microsoft Corp. Reduce 16.26% 40,646 1.54
≡ TDG - TransDigm Group Inc. Add 14.02% 18,006 1.29
≡ GOOG - Alphabet Inc. CL C Reduce 4.99% 48,980 0.80
≡ AMZN - Amazon.com Inc. Reduce 4.99% 21,800 0.41
≡ META - Meta Platforms Inc. Reduce 4.99% 9,028 0.34
≡ GWRE - Guidewire Software Inc. Reduce 4.98% 19,730 0.25
≡ VRSN - Verisign Inc. Reduce 4.99% 8,265 0.24
Q3  2021
≡ AMZN - Amazon.com Inc. Buy 437,140 7.83
≡ BABA - Alibaba Group Holdings Sell 100.00% 170,450 4.19
≡ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 182,379 3.44
≡ MCO - Moody's Corp. Reduce 16.28% 48,608 1.88
≡ VRSN - Verisign Inc. Add 42.44% 49,400 1.11
Q2  2021
≡ MCO - Moody's Corp. Reduce 20.12% 75,220 2.96
≡ META - Meta Platforms Inc. Add 21.14% 31,600 1.19
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 25.31% 61,800 1.17
≡ TDG - TransDigm Group Inc. Add 12.36% 14,120 0.99
≡ BABA - Alibaba Group Holdings Add 25.79% 34,950 0.86
Q1  2021
≡ META - Meta Platforms Inc. Buy 149,500 5.46
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 52.82% 273,400 5.09
≡ BABA - Alibaba Group Holdings Buy 135,500 3.81
≡ V - Visa Inc. Reduce 24.00% 143,500 3.77
Q4  2020
≡ CHTR - Charter Communications Reduce 36.50% 182,500 14.73
≡ GOOG - Alphabet Inc. CL C Reduce 45.49% 820,000 8.76
≡ MCO - Moody's Corp. Reduce 39.10% 240,000 8.49
≡ TDG - TransDigm Group Inc. Reduce 39.94% 76,000 5.74
≡ MA - Mastercard Inc. Sell 100.00% 199,425 5.72
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 32.48% 249,000 4.81
≡ GWRE - Guidewire Software Inc. Reduce 40.10% 265,000 4.16
≡ MSFT - Microsoft Corp. Reduce 34.03% 129,000 3.50
≡ VRSN - Verisign Inc. Buy 116,390 3.07
≡ V - Visa Inc. Reduce 8.00% 52,000 1.39
≡ SPGI - S&P Global Inc. Sell 100.00% 28,100 0.86
Q3  2020
≡ MSFT - Microsoft Corp. Buy 379,050 6.76
≡ MA - Mastercard Inc. Reduce 28.14% 78,075 2.24
≡ TDG - TransDigm Group Inc. Reduce 16.57% 37,800 1.52
≡ MCO - Moody's Corp. Reduce 5.60% 36,400 0.90
≡ GWRE - Guidewire Software Inc. Add 15.36% 88,000 0.78
Q2  2020
≡ MCO - Moody's Corp. Reduce 22.70% 191,000 5.06
≡ TDG - TransDigm Group Inc. Reduce 18.55% 51,926 2.21
≡ GWRE - Guidewire Software Inc. Add 53.65% 200,000 2.14
≡ SCHW - Charles Schwab Corp. Sell 100.00% 412,300 1.54
Q1  2020
≡ GOOG - Alphabet Inc. CL C Buy 1,802,400 11.68
≡ SCHW - Charles Schwab Corp. Reduce 84.44% 2,237,700 8.36
≡ FOXA - Fox Corporation Sell 100.00% 1,962,000 6.26
≡ CHTR - Charter Communications Reduce 19.35% 120,000 5.83