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 2020Sep 30, 2020 | MSFT Microsoft Corporation | Buy - Position Entry | +379,050 |
Q3 2020Sep 30, 2020 | GWRE Guidewire Software, Inc. | Buy | +88,000+15.4% |
Q3 2020Sep 30, 2020 | MCO Moody's Corporation | Sell | -36,400-5.6% |
Q3 2020Sep 30, 2020 | TDG Transdigm Group Incorporated | Sell | -37,800-16.6% |
Q3 2020Sep 30, 2020 | MA Mastercard Incorporated | Sell | -78,075-28.1% |
Q2 2020Jun 30, 2020 | GWRE Guidewire Software, Inc. | Buy | +200,000+53.6% |
Q2 2020Jun 30, 2020 | TDG Transdigm Group Incorporated | Sell | -51,926-18.5% |
Q2 2020Jun 30, 2020 | MCO Moody's Corporation | Sell | -191,000-22.7% |
Q2 2020Jun 30, 2020 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -412,300-100.0% |
Q1 2020Mar 31, 2020 | GWRE Guidewire Software, Inc. | Buy - Position Entry | +372,800 |
Q1 2020Mar 31, 2020 | V Visa Inc. | Buy | +100,000+18.2% |
Q1 2020Mar 31, 2020 | GOOG Alphabet Inc. | Buy - Position Entry | +90,120 |
Q1 2020Mar 31, 2020 | MA Mastercard Incorporated | Buy | +42,500+18.1% |
Q1 2020Mar 31, 2020 | SPGI S&P Global Inc. | Buy - Position Entry | +28,100 |
Q1 2020Mar 31, 2020 | TDG Transdigm Group Incorporated | Buy | +15,000+5.7% |
Q1 2020Mar 31, 2020 | MCO Moody's Corporation | Sell | -34,400-3.9% |
Q1 2020Mar 31, 2020 | CHTR Charter Communications, Inc. | Sell | -120,000-19.4% |
Q1 2020Mar 31, 2020 | FOXA Fox Corporation | Sell - Position Exit | -1,962,000-100.0% |
Q1 2020Mar 31, 2020 | SCHW Charles Schwab Corporation (The | Sell | -2,237,700-84.4% |
Q4 2019Dec 31, 2019 | TDG Transdigm Group Incorporated | Buy | +40,000+17.8% |
Q4 2019Dec 31, 2019 | MA Mastercard Incorporated | Sell | -36,300-13.4% |
Q4 2019Dec 31, 2019 | V Visa Inc. | Sell | -57,300-9.4% |
Q4 2019Dec 31, 2019 | SCHW Charles Schwab Corporation (The | Sell | -500,000-15.9% |
Q3 2019Sep 30, 2019 | SCHW Charles Schwab Corporation (The | Buy | +522,389+19.9% |
Q3 2019Sep 30, 2019 | FOXA Fox Corporation | Buy | +233,406+13.5% |
Q3 2019Sep 30, 2019 | TDG Transdigm Group Incorporated | Buy | +12,838+6.1% |
Q2 2019Jun 30, 2019 | FOXA Fox Corporation | Buy - Position Entry | +1,728,594 |
Q2 2019Jun 30, 2019 | VRSK Verisk Analytics, Inc. | Sell - Position Exit | -104,718-100.0% |
Q1 2019Mar 31, 2019 | V Visa Inc. | Buy | +37,300+6.5% |
Q1 2019Mar 31, 2019 | MA Mastercard Incorporated | Buy | +26,300+10.7% |