Triple Frond Partners
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| Q3 2024 | ≡ | AMZN - Amazon.com Inc. | Add 10.13% | 54,870 | 1.32 | ≡ | MSFT - Microsoft Corp. | Add 10.27% | 23,490 | 1.31 | ≡ | GOOG - Alphabet Inc. CL C | Add 16.51% | 118,590 | 2.56 | ≡ | TDG - TransDigm Group Inc. | Add 32.83% | 20,434 | 3.77 | ≡ | V - Visa Inc. | Add 83.73% | 183,640 | 6.53 |
| Q2 2024 | ≡ | CHTR - Charter Communications | Add 35.93% | 165,880 | 5.82 | ≡ | MSCI - MSCI Inc. | Buy | 57,920 | 3.27 |
| Q1 2024 | ≡ | GOOG - Alphabet Inc. CL C | Add 8.59% | 61,600 | 1.07 | ≡ | CHTR - Charter Communications | Add 15.98% | 63,600 | 2.10 | ≡ | UNP - Union Pacific | Buy | 74,500 | 2.09 |
| Q4 2023 | ≡ | CHTR - Charter Communications | Add 4.27% | 16,297 | 0.75 | ≡ | MCO - Moody's Corp. | Add 41.34% | 51,109 | 2.37 | ≡ | VRSN - Verisign Inc. | Add 50.89% | 78,721 | 1.93 | ≡ | 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 | ≡ | MSFT - Microsoft Corp. | Add 10.30% | 23,650 | 0.94 | ≡ | AMZN - Amazon.com Inc. | Add 23.54% | 110,360 | 1.53 |
| Q3 2022 | ≡ | CHTR - Charter Communications | Add 21.16% | 66,665 | 3.56 | ≡ | LRCX - Lam Research | Buy | 620,600 | 4.00 |
| Q2 2022 | ≡ | MSFT - Microsoft Corp. | Add 23.39% | 48,983 | 1.92 | ≡ | VRSN - Verisign Inc. | Add 25.51% | 40,186 | 1.03 | ≡ | AMZN - Amazon.com Inc. | Add 27.12% | 112,620 | 1.83 | ≡ | MCO - Moody's Corp. | Add 37.01% | 48,980 | 2.04 |
| Q4 2021 | ≡ | TDG - TransDigm Group Inc. | Add 14.02% | 18,006 | 1.29 | ≡ | V - Visa Inc. | Add 22.11% | 100,483 | 2.45 |
| Q3 2021 | ≡ | VRSN - Verisign Inc. | Add 42.44% | 49,400 | 1.11 | ≡ | AMZN - Amazon.com Inc. | Buy | 437,140 | 7.83 |
| Q2 2021 | ≡ | TDG - TransDigm Group Inc. | Add 12.36% | 14,120 | 0.99 | ≡ | META - Meta Platforms Inc. | Add 21.14% | 31,600 | 1.19 | ≡ | BABA - Alibaba Group Holdings | Add 25.79% | 34,950 | 0.86 |
| Q1 2021 | ≡ | BABA - Alibaba Group Holdings | Buy | 135,500 | 3.81 | ≡ | META - Meta Platforms Inc. | Buy | 149,500 | 5.46 |
| 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 | ≡ | TDG - TransDigm Group Inc. | Add 5.66% | 15,000 | 0.54 | ≡ | MA - Mastercard Inc. | Add 18.09% | 42,500 | 1.14 | ≡ | V - Visa Inc. | Add 18.18% | 100,000 | 1.80 | ≡ | SPGI - S&P Global Inc. | Buy | 28,100 | 0.77 | ≡ | GWRE - Guidewire Software Inc. | Buy | 372,800 | 3.29 | ≡ | GOOG - Alphabet Inc. CL C | Buy | 1,802,400 | 11.68 |
| Q4 2019 | ≡ | TDG - TransDigm Group Inc. | Add 17.78% | 40,000 | 1.93 |
| Q3 2019 | ≡ | TDG - TransDigm Group Inc. | Add 6.05% | 12,838 | 0.64 | ≡ | FOXA - Fox Corporation | Add 13.50% | 233,406 | 0.71 | ≡ | SCHW - Charles Schwab Corp. | Add 19.88% | 522,389 | 2.09 |
| Q2 2019 | ≡ | FOXA - Fox Corporation | Buy | 1,728,594 | 6.40 |
| Q1 2019 | ≡ | V - Visa Inc. | Add 6.54% | 37,300 | 0.67 | ≡ | TDG - TransDigm Group Inc. | Add 7.44% | 14,700 | 0.77 | ≡ | MA - Mastercard Inc. | Add 10.73% | 26,300 | 0.72 |
| Q4 2018 | ≡ | V - Visa Inc. | Add 14.00% | 70,000 | 1.13 | ≡ | MA - Mastercard Inc. | Add 31.72% | 59,000 | 1.36 |
| Q2 2018 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Add 13.31% | 105,697 | 0.84 | ≡ | CHTR - Charter Communications | Add 33.69% | 156,244 | 4.83 | ≡ | 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 |