Stuart Mclaughlin – Triple Frond Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Reductions – Transdigm Group Incorporated (TDG)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Triple Frond Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2024Sep 30, 2024 | LRCX Lam Research Corporation | Sell - Position Exit | -52,530-100.0% |
Q3 2024Sep 30, 2024 | MSCI MSCI Inc. | Sell - Position Exit | -57,920-100.0% |
Q3 2024Sep 30, 2024 | CHTR Charter Communications, Inc. | Sell | -356,785-56.9% |
Q2 2024Jun 30, 2024 | CHTR Charter Communications, Inc. | Buy | +165,880+35.9% |
Q2 2024Jun 30, 2024 | MSCI MSCI Inc. | Buy - Position Entry | +57,920 |
Q2 2024Jun 30, 2024 | MCO Moody's Corporation | Sell | -23,966-13.7% |
Q2 2024Jun 30, 2024 | TDG Transdigm Group Incorporated | Sell | -40,443-39.4% |
Q2 2024Jun 30, 2024 | GOOG Alphabet Inc. | Sell | -60,040-7.7% |
Q2 2024Jun 30, 2024 | V Visa Inc. | Sell | -82,838-27.4% |
Q2 2024Jun 30, 2024 | CP Canadian Pacific Kansas City Li | Sell | -126,110-28.6% |
Q2 2024Jun 30, 2024 | VRSN VeriSign, Inc. | Sell - Position Exit | -233,415-100.0% |
Q1 2024Mar 31, 2024 | UNP Union Pacific Corporation | Buy - Position Entry | +74,500 |
Q1 2024Mar 31, 2024 | CHTR Charter Communications, Inc. | Buy | +63,600+16.0% |
Q1 2024Mar 31, 2024 | GOOG Alphabet Inc. | Buy | +61,600+8.6% |
Q1 2024Mar 31, 2024 | LRCX Lam Research | Sell | -9,530-15.4% |
Q1 2024Mar 31, 2024 | TDG Transdigm Group Incorporated | Sell | -17,300-14.4% |
Q1 2024Mar 31, 2024 | V Visa Inc. | Sell | -64,470-17.6% |
Q4 2023Dec 31, 2023 | CP Canadian Pacific Kansas City Li | Buy - Position Entry | +440,844 |
Q4 2023Dec 31, 2023 | VRSN VeriSign, Inc. | Buy | +78,721+50.9% |
Q4 2023Dec 31, 2023 | MCO Moody's Corporation | Buy | +51,109+41.3% |
Q4 2023Dec 31, 2023 | CHTR Charter Communications, Inc. | Buy | +16,297+4.3% |
Q4 2023Dec 31, 2023 | TDG Transdigm Group Incorporated | Sell | -9,018-7.0% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -24,650-9.7% |
Q4 2023Dec 31, 2023 | V Visa Inc. | Sell | -32,845-8.2% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell | -106,200-12.9% |
Q4 2023Dec 31, 2023 | AMZN Amazon.com, Inc. | Sell | -178,035-24.7% |
Q4 2023Dec 31, 2023 | KKR KKR & Co. Inc. | Sell - Position Exit | -493,692-100.0% |
Q2 2023Jun 30, 2023 | VRSN VeriSign, Inc. | Sell | -6,810-4.2% |
Q1 2023Mar 31, 2023 | KKR KKR & Co. Inc. | Buy - Position Entry | +493,692 |
Q1 2023Mar 31, 2023 | AMZN Amazon.com, Inc. | Buy | +140,800+24.3% |