Triple Frond Partners
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| Q3 2024 | ≡ | CHTR - Charter Communications | Reduce 56.86% | 356,785 | 14.96 | ≡ | MCO - Moody's Corp. | Reduce 28.12% | 42,400 | 2.61 | ≡ | MSCI - MSCI Inc. | Sell 100.00% | 57,920 | 3.27 | ≡ | LRCX - Lam Research | Sell 100.00% | 525,300 | 6.56 |
| Q2 2024 | ≡ | TDG - TransDigm Group Inc. | Reduce 39.39% | 40,443 | 6.06 | ≡ | CP - Canadian Pacific Kansas City | Reduce 28.61% | 126,110 | 1.17 | ≡ | V - Visa Inc. | Reduce 27.41% | 82,838 | 2.55 | ≡ | MCO - Moody's Corp. | Reduce 13.71% | 23,966 | 1.18 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 7.71% | 60,040 | 1.29 | ≡ | VRSN - Verisign Inc. | Sell 100.00% | 233,415 | 5.03 |
| Q1 2024 | ≡ | V - Visa Inc. | Reduce 17.58% | 64,470 | 2.05 | ≡ | LRCX - Lam Research | Reduce 15.36% | 95,300 | 1.05 | ≡ | TDG - TransDigm Group Inc. | Reduce 14.42% | 17,300 | 2.42 |
| Q4 2023 | ≡ | AMZN - Amazon.com Inc. | Reduce 24.73% | 178,035 | 3.22 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 12.91% | 106,200 | 1.78 | ≡ | MSFT - Microsoft Corp. | Reduce 9.73% | 24,650 | 1.10 | ≡ | V - Visa Inc. | Reduce 8.22% | 32,845 | 1.02 | ≡ | TDG - TransDigm Group Inc. | Reduce 6.99% | 9,018 | 1.09 | ≡ | KKR - KKR & Co. L.P. | Sell 100.00% | 493,692 | 3.86 |
| Q2 2023 | ≡ | VRSN - Verisign Inc. | Reduce 4.22% | 6,810 | 0.20 |
| Q1 2023 | ≡ | MCO - Moody's Corp. | Reduce 21.74% | 34,354 | 1.53 | ≡ | V - Visa Inc. | Reduce 14.42% | 67,294 | 2.21 | ≡ | TDG - TransDigm Group Inc. | Reduce 11.82% | 17,291 | 1.86 | ≡ | VRSN - Verisign Inc. | Reduce 1.52% | 2,500 | 0.08 |
| Q4 2022 | ≡ | GWRE - Guidewire Software Inc. | Sell 100.00% | 277,612 | 3.01 |
| Q3 2022 | ≡ | 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 | ≡ | AMZN - Amazon.com Inc. | Reduce 11.21% | 59,184 | 1.18 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 11.16% | 103,320 | 1.75 | ≡ | MSFT - Microsoft Corp. | Reduce 11.12% | 28,733 | 1.18 | ≡ | V - Visa Inc. | Reduce 3.50% | 16,931 | 0.53 | ≡ | TDG - TransDigm Group Inc. | Reduce 0.07% | 109 | 0.01 |
| Q2 2022 | ≡ | V - Visa Inc. | Reduce 12.84% | 71,276 | 2.15 | ≡ | GWRE - Guidewire Software Inc. | Reduce 0.77% | 2,898 | 0.03 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 0.77% | 7,200 | 0.12 | ≡ | CHTR - Charter Communications | Reduce 0.77% | 2,446 | 0.18 | ≡ | META - Meta Platforms Inc. | Sell 100.00% | 172,072 | 4.74 |
| Q4 2021 | ≡ | MCO - Moody's Corp. | Reduce 47.06% | 117,647 | 5.18 | ≡ | MSFT - Microsoft Corp. | Reduce 16.26% | 40,646 | 1.54 | ≡ | VRSN - Verisign Inc. | Reduce 4.99% | 8,265 | 0.24 | ≡ | META - Meta Platforms Inc. | Reduce 4.99% | 9,028 | 0.34 | ≡ | AMZN - Amazon.com Inc. | Reduce 4.99% | 21,800 | 0.41 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 4.99% | 48,980 | 0.80 | ≡ | GWRE - Guidewire Software Inc. | Reduce 4.98% | 19,730 | 0.25 |
| Q3 2021 | ≡ | MCO - Moody's Corp. | Reduce 16.28% | 48,608 | 1.88 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Sell 100.00% | 182,379 | 3.44 | ≡ | BABA - Alibaba Group Holdings | Sell 100.00% | 170,450 | 4.19 |
| Q2 2021 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Reduce 25.31% | 61,800 | 1.17 | ≡ | MCO - Moody's Corp. | Reduce 20.12% | 75,220 | 2.96 |
| Q1 2021 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Reduce 52.82% | 273,400 | 5.09 | ≡ | V - Visa Inc. | Reduce 24.00% | 143,500 | 3.77 |
| Q4 2020 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 45.49% | 820,000 | 8.76 | ≡ | GWRE - Guidewire Software Inc. | Reduce 40.10% | 265,000 | 4.16 | ≡ | TDG - TransDigm Group Inc. | Reduce 39.94% | 76,000 | 5.74 | ≡ | MCO - Moody's Corp. | Reduce 39.10% | 240,000 | 8.49 | ≡ | CHTR - Charter Communications | Reduce 36.50% | 182,500 | 14.73 | ≡ | MSFT - Microsoft Corp. | Reduce 34.03% | 129,000 | 3.50 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Reduce 32.48% | 249,000 | 4.81 | ≡ | V - Visa Inc. | Reduce 8.00% | 52,000 | 1.39 | ≡ | SPGI - S&P Global Inc. | Sell 100.00% | 28,100 | 0.86 | ≡ | MA - Mastercard Inc. | Sell 100.00% | 199,425 | 5.72 |
| Q3 2020 | ≡ | 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 |
| Q2 2020 | ≡ | MCO - Moody's Corp. | Reduce 22.70% | 191,000 | 5.06 | ≡ | TDG - TransDigm Group Inc. | Reduce 18.55% | 51,926 | 2.21 | ≡ | SCHW - Charles Schwab Corp. | Sell 100.00% | 412,300 | 1.54 |
| Q1 2020 | ≡ | SCHW - Charles Schwab Corp. | Reduce 84.44% | 2,237,700 | 8.36 | ≡ | CHTR - Charter Communications | Reduce 19.35% | 120,000 | 5.83 | ≡ | MCO - Moody's Corp. | Reduce 3.93% | 34,400 | 0.81 | ≡ | LBTYK - Liberty Global Ltd CL C | Sell 100.00% | 1,668,979 | 3.13 | ≡ | FOXA - Fox Corporation | Sell 100.00% | 1,962,000 | 6.26 |
| Q4 2019 | ≡ | SCHW - Charles Schwab Corp. | Reduce 15.87% | 500,000 | 2.05 | ≡ | MA - Mastercard Inc. | Reduce 13.38% | 36,300 | 0.93 | ≡ | V - Visa Inc. | Reduce 9.44% | 57,300 | 0.93 |
| Q2 2019 | ≡ | VRSK - Verisk Analytics Inc. | Sell 100.00% | 104,718 | 1.61 |
| Q1 2019 | ≡ | VRSK - Verisk Analytics Inc. | Reduce 71.89% | 267,767 | 4.12 | ≡ | SBAC - SBA Communications Corp. | Sell 100.00% | 557,690 | 11.04 |
| Q4 2018 | ≡ | SBAC - SBA Communications Corp. | Reduce 17.34% | 116,986 | 2.32 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Reduce 14.82% | 133,421 | 1.17 | ≡ | MCO - Moody's Corp. | Reduce 4.03% | 36,761 | 0.63 | ≡ | SCHW - Charles Schwab Corp. | Reduce 4.01% | 109,654 | 0.56 | ≡ | TDG - TransDigm Group Inc. | Reduce 4.00% | 8,236 | 0.34 | ≡ | VRSK - Verisk Analytics Inc. | Reduce 3.91% | 15,142 | 0.20 | ≡ | LBTYK - Liberty Global Ltd CL C | Reduce 3.82% | 66,354 | 0.17 |
| Q3 2018 | ≡ | LBTYK - Liberty Global Ltd CL C | Reduce 38.80% | 1,100,000 | 3.22 |
| Q2 2018 | ≡ | TDG - TransDigm Group Inc. | Reduce 14.65% | 35,300 | 1.29 | ≡ | MCO - Moody's Corp. | Reduce 11.77% | 121,686 | 2.19 | ≡ | SCHW - Charles Schwab Corp. | Reduce 0.01% | 300 | 0.00 |
| Q1 2018 | ≡ | TDG - TransDigm Group Inc. | Reduce 38.21% | 149,000 | 5.14 | ≡ | CHTR - Charter Communications | Reduce 23.47% | 142,244 | 4.97 |
| Q4 2017 | ≡ | TDG - TransDigm Group Inc. | Reduce 18.75% | 90,000 | 2.80 | ≡ | SBAC - SBA Communications Corp. | Reduce 18.19% | 150,000 | 2.77 | ≡ | LBTYK - Liberty Global Ltd CL C | Reduce 14.94% | 498,000 | 1.91 |