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 |
|---|---|---|---|
Q1 2023Mar 31, 2023 | VRSN VeriSign, Inc. | Sell | -2,500-1.5% |
Q1 2023Mar 31, 2023 | TDG Transdigm Group Incorporated | Sell | -17,291-11.8% |
Q1 2023Mar 31, 2023 | MCO Moody's Corporation | Sell | -34,354-21.7% |
Q1 2023Mar 31, 2023 | V Visa Inc. | Sell | -67,294-14.4% |
Q4 2022Dec 31, 2022 | AMZN Amazon.com, Inc. | Buy | +110,360+23.5% |
Q4 2022Dec 31, 2022 | MSFT Microsoft Corporation | Buy | +23,650+10.3% |
Q4 2022Dec 31, 2022 | GWRE Guidewire Software, Inc. | Sell - Position Exit | -277,612-100.0% |
Q3 2022Sep 30, 2022 | GOOG Alphabet Inc. | Buy | +776,589+1676.9% |
Q3 2022Sep 30, 2022 | CHTR Charter Communications, Inc. | Buy | +66,665+21.2% |
Q3 2022Sep 30, 2022 | LRCX Lam Research | Buy - Position Entry | +62,060 |
Q3 2022Sep 30, 2022 | TDG Transdigm Group Incorporated | Sell | -109-0.1% |
Q3 2022Sep 30, 2022 | V Visa Inc. | Sell | -16,931-3.5% |
Q3 2022Sep 30, 2022 | MCO Moody's Corporation | Sell | -23,335-12.9% |
Q3 2022Sep 30, 2022 | MSFT Microsoft Corporation | Sell | -28,733-11.1% |
Q3 2022Sep 30, 2022 | VRSN VeriSign, Inc. | Sell | -33,707-17.0% |
Q3 2022Sep 30, 2022 | AMZN Amazon.com, Inc. | Sell | -59,184-11.2% |
Q3 2022Sep 30, 2022 | GWRE Guidewire Software, Inc. | Sell | -95,560-25.6% |
Q2 2022Jun 30, 2022 | AMZN Amazon.com, Inc. | Buy | +507,193+2442.3% |
Q2 2022Jun 30, 2022 | MSFT Microsoft Corporation | Buy | +48,983+23.4% |
Q2 2022Jun 30, 2022 | MCO Moody's Corporation | Buy | +48,980+37.0% |
Q2 2022Jun 30, 2022 | VRSN VeriSign, Inc. | Buy | +40,186+25.5% |
Q2 2022Jun 30, 2022 | GOOG Alphabet Inc. | Sell | -360-0.8% |
Q2 2022Jun 30, 2022 | CHTR Charter Communications, Inc. | Sell | -2,446-0.8% |
Q2 2022Jun 30, 2022 | GWRE Guidewire Software, Inc. | Sell | -2,898-0.8% |
Q2 2022Jun 30, 2022 | V Visa Inc. | Sell | -71,276-12.8% |
Q2 2022Jun 30, 2022 | META Meta Platforms, Inc. | Sell - Position Exit | -172,072-100.0% |
Q4 2021Dec 31, 2021 | V Visa Inc. | Buy | +100,483+22.1% |
Q4 2021Dec 31, 2021 | TDG Transdigm Group Incorporated | Buy | +18,006+14.0% |
Q4 2021Dec 31, 2021 | AMZN Amazon.com, Inc. | Sell | -1,090-5.0% |
Q4 2021Dec 31, 2021 | GOOG Alphabet Inc. | Sell | -2,449-5.0% |