Triple Frond Partners
| History | Stock | Activity | Share change | % change to portfolio ▼ |
| Q1 2026 | ≡ | LRCX - Lam Research | Sell 100.00% | 295,377 | 5.26 | ≡ | ILMN - Illumina Inc. | Reduce 18.09% | 67,700 | 0.87 | ≡ | LYV - Live Nation Inc. | Reduce 8.24% | 21,093 | 0.33 |
| Q4 2025 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 35.84% | 197,415 | 6.44 | ≡ | LRCX - Lam Research | Reduce 30.97% | 132,513 | 2.36 | ≡ | MSFT - Microsoft Corp. | Reduce 8.48% | 32,674 | 1.64 | ≡ | AMZN - Amazon.com Inc. | Reduce 11.46% | 61,917 | 1.49 | ≡ | ASML - ASML Holding NV | Reduce 4.21% | 4,692 | 0.52 | ≡ | META - Meta Platforms Inc. | Reduce 4.21% | 4,279 | 0.29 | ≡ | ILMN - Illumina Inc. | Reduce 4.21% | 16,440 | 0.22 | ≡ | CHTR - Charter Communications | Reduce 4.21% | 6,755 | 0.15 |
| Q3 2025 | ≡ | MCO - Moody's Corp. | Sell 100.00% | 81,627 | 4.78 | ≡ | LRCX - Lam Research | Reduce 39.45% | 278,725 | 4.06 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 15.11% | 98,031 | 2.60 | ≡ | TDG - TransDigm Group Inc. | Reduce 22.81% | 16,830 | 2.42 | ≡ | MSFT - Microsoft Corp. | Reduce 4.43% | 17,865 | 1.01 | ≡ | META - Meta Platforms Inc. | Reduce 7.75% | 8,545 | 0.68 |
| Q2 2025 | ≡ | TDG - TransDigm Group Inc. | Reduce 19.91% | 18,350 | 2.23 |
| Q1 2025 | ≡ | V - Visa Inc. | Sell 100.00% | 358,393 | 14.66 | ≡ | CP - Canadian Pacific Kansas City | Sell 100.00% | 404,369 | 3.79 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 19.62% | 158,409 | 3.34 | ≡ | MCO - Moody's Corp. | Reduce 21.95% | 22,960 | 1.45 | ≡ | AMZN - Amazon.com Inc. | Reduce 8.08% | 42,800 | 1.10 |
| Q4 2024 | ≡ | CHTR - Charter Communications | Reduce 40.73% | 110,260 | 4.89 | ≡ | UNP - Union Pacific | Sell 100.00% | 74,500 | 2.38 | ≡ | AMZN - Amazon.com Inc. | Reduce 11.19% | 66,780 | 1.90 | ≡ | V - Visa Inc. | Reduce 11.06% | 44,576 | 1.82 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 3.53% | 29,536 | 0.73 | ≡ | TDG - TransDigm Group Inc. | Reduce 3.53% | 2,919 | 0.48 | ≡ | MCO - Moody's Corp. | Reduce 3.51% | 3,800 | 0.23 |
| Q3 2024 | ≡ | CHTR - Charter Communications | Reduce 56.86% | 356,785 | 14.96 | ≡ | LRCX - Lam Research | Sell 100.00% | 525,300 | 6.56 | ≡ | MSCI - MSCI Inc. | Sell 100.00% | 57,920 | 3.27 | ≡ | MCO - Moody's Corp. | Reduce 28.12% | 42,400 | 2.61 |
| Q2 2024 | ≡ | TDG - TransDigm Group Inc. | Reduce 39.39% | 40,443 | 6.06 | ≡ | VRSN - Verisign Inc. | Sell 100.00% | 233,415 | 5.03 | ≡ | 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 | ≡ | V - Visa Inc. | Reduce 17.58% | 64,470 | 2.05 | ≡ | LRCX - Lam Research | Reduce 15.36% | 95,300 | 1.05 |
| Q4 2023 | ≡ | KKR - KKR & Co. L.P. | Sell 100.00% | 493,692 | 3.86 | ≡ | 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 | ≡ | TDG - TransDigm Group Inc. | Reduce 6.99% | 9,018 | 1.09 | ≡ | V - Visa Inc. | Reduce 8.22% | 32,845 | 1.02 |
| Q2 2023 | ≡ | VRSN - Verisign Inc. | Reduce 4.22% | 6,810 | 0.20 |
| Q1 2023 | ≡ | V - Visa Inc. | Reduce 14.42% | 67,294 | 2.21 | ≡ | 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 |
| Q3 2022 | ≡ | 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 | ≡ | 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 | ≡ | MSFT - Microsoft Corp. | Reduce 16.26% | 40,646 | 1.54 | ≡ | 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 | ≡ | 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 |
| Q2 2021 | ≡ | MCO - Moody's Corp. | Reduce 20.12% | 75,220 | 2.96 | ≡ | LBRDK - Liberty Broadband Corp. CL C | Reduce 25.31% | 61,800 | 1.17 |
| 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 | ≡ | 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 | ≡ | V - Visa Inc. | Reduce 8.00% | 52,000 | 1.39 | ≡ | SPGI - S&P Global Inc. | Sell 100.00% | 28,100 | 0.86 |
| 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 | ≡ | FOXA - Fox Corporation | Sell 100.00% | 1,962,000 | 6.26 |