Boykin Curry - Triple Frond Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | TRU - TransUnion | Add 48.38% | 266,675 | 1.92 |
| ☰ | META - Meta Platforms Inc. | Add 20.80% | 20,252 | 1.20 |
| ☰ | CCC - CCC Intelligent Solutions Hldgs Inc. | Add 12.65% | 608,000 | 0.38 |
| ☰ | ASML - ASML Holding NV | Add 11.37% | 12,139 | 1.66 |
| ☰ | TDG - TransDigm Group Inc. | Add 2.55% | 2,650 | 0.32 |
| ☰ | MA - Mastercard Inc. | Buy | 175,472 | 9.11 |
| Q4 2025 | ||||
| ☰ | TDG - TransDigm Group Inc. | Add 82.39% | 46,930 | 6.49 |
| ☰ | CCC - CCC Intelligent Solutions Hldgs Inc. | Add 31.12% | 1,140,536 | 0.94 |
| ☰ | TRU - TransUnion | Add 28.04% | 120,683 | 1.08 |
| ☰ | LYV - Live Nation Inc. | Buy | 255,858 | 3.79 |
| Q3 2025 | ||||
| ☰ | ASML - ASML Holding NV | Add 40.57% | 32,170 | 3.39 |
| ☰ | CCC - CCC Intelligent Solutions Hldgs Inc. | Add 16.11% | 508,500 | 0.51 |
| ☰ | AMZN - Amazon.com Inc. | Add 10.93% | 53,260 | 1.27 |
| ☰ | ILMN - Illumina Inc. | Buy | 390,600 | 4.04 |
| ☰ | TRU - TransUnion | Buy | 430,470 | 3.93 |
| Q2 2025 | ||||
| ☰ | META - Meta Platforms Inc. | Add 43.58% | 33,450 | 2.79 |
| ☰ | CCC - CCC Intelligent Solutions Hldgs Inc. | Add 30.68% | 741,000 | 0.79 |
| Q1 2025 | ||||
| ☰ | MSFT - Microsoft Corp. | Add 44.74% | 124,585 | 6.32 |
| ☰ | LRCX - Lam Research | Add 38.07% | 194,850 | 1.91 |
| ☰ | TDG - TransDigm Group Inc. | Add 15.54% | 12,390 | 2.32 |
| ☰ | ASML - ASML Holding NV | Buy | 79,300 | 7.10 |
| ☰ | META - Meta Platforms Inc. | Buy | 76,750 | 5.98 |
| ☰ | CCC - CCC Intelligent Solutions Hldgs Inc. | Buy | 2,415,000 | 2.95 |
| Q4 2024 | ||||
| ☰ | CP - Canadian Pacific Kansas City Ltd. | Add 28.48% | 89,635 | 0.84 |
| ☰ | MSFT - Microsoft Corp. | Add 10.44% | 26,314 | 1.44 |
| ☰ | LRCX - Lam Research | Buy | 511,765 | 4.79 |
| Q3 2024 | ||||
| ☰ | V - Visa Inc. | Add 83.73% | 183,640 | 6.53 |
| ☰ | TDG - TransDigm Group Inc. | Add 32.83% | 20,434 | 3.77 |
| ☰ | GOOG - Alphabet Inc. CL C | Add 16.51% | 118,590 | 2.56 |
| ☰ | MSFT - Microsoft Corp. | Add 10.27% | 23,490 | 1.31 |
| ☰ | AMZN - Amazon.com Inc. | Add 10.13% | 54,870 | 1.32 |
| Q2 2024 | ||||
| ☰ | CHTR - Charter Communications | Add 35.93% | 165,880 | 5.82 |
| ☰ | MSCI - MSCI Inc. | Buy | 57,920 | 3.27 |
| Q1 2024 | ||||
| ☰ | CHTR - Charter Communications | Add 15.98% | 63,600 | 2.10 |
| ☰ | GOOG - Alphabet Inc. CL C | Add 8.59% | 61,600 | 1.07 |
| ☰ | UNP - Union Pacific | Buy | 74,500 | 2.09 |
| Q4 2023 | ||||
| ☰ | VRSN - Verisign Inc. | Add 50.89% | 78,721 | 1.93 |
| ☰ | MCO - Moody's Corp. | Add 41.34% | 51,109 | 2.37 |
| ☰ | CHTR - Charter Communications | Add 4.27% | 16,297 | 0.75 |
| ☰ | CP - Canadian Pacific Kansas City Ltd. | Buy | 440,844 | 4.15 |
| Q1 2023 | ||||
| ☰ | AMZN - Amazon.com Inc. | Add 24.31% | 140,800 | 2.12 |
| ☰ | KKR - KKR & Co. L.P. | Buy | 493,692 | 3.78 |
| Q4 2022 | ||||
| ☰ | AMZN - Amazon.com Inc. | Add 23.54% | 110,360 | 1.53 |
| ☰ | MSFT - Microsoft Corp. | Add 10.30% | 23,650 | 0.94 |
| Q3 2022 | ||||
| ☰ | GOOG - Alphabet Inc. CL C | Add 1,676.90% | 776,589 | 13.16 |
| ☰ | CHTR - Charter Communications | Add 21.16% | 66,665 | 3.56 |
| ☰ | LRCX - Lam Research | Buy | 62,060 | 4.00 |
| Q2 2022 | ||||
| ☰ | MCO - Moody's Corp. | Add 37.01% | 48,980 | 2.04 |
| ☰ | AMZN - Amazon.com Inc. | Add 27.12% | 112,620 | 1.83 |
| ☰ | VRSN - Verisign Inc. | Add 25.51% | 40,186 | 1.03 |
| ☰ | MSFT - Microsoft Corp. | Add 23.39% | 48,983 | 1.92 |
| Q4 2021 | ||||
| ☰ | V - Visa Inc. | Add 22.11% | 100,483 | 2.45 |
| ☰ | TDG - TransDigm Group Inc. | Add 14.02% | 18,006 | 1.29 |
| Q3 2021 | ||||
| ☰ | VRSN - Verisign Inc. | Add 42.44% | 49,400 | 1.11 |
| ☰ | AMZN - Amazon.com Inc. | Buy | 437,140 | 7.83 |
| Q2 2021 | ||||
| ☰ | BABA - Alibaba Group Holdings | Add 25.79% | 34,950 | 0.86 |
| ☰ | META - Meta Platforms Inc. | Add 21.14% | 31,600 | 1.19 |
| ☰ | TDG - TransDigm Group Inc. | Add 12.36% | 14,120 | 0.99 |
| Q1 2021 | ||||
| ☰ | META - Meta Platforms Inc. | Buy | 149,500 | 5.46 |
| ☰ | BABA - Alibaba Group Holdings | Buy | 135,500 | 3.81 |
| Q4 2020 | ||||
| ☰ | VRSN - Verisign Inc. | Buy | 116,390 | 3.07 |
| Q3 2020 | ||||
| ☰ | GWRE - Guidewire Software Inc. | Add 15.36% | 88,000 | 0.78 |
| ☰ | MSFT - Microsoft Corp. | Buy | 379,050 | 6.76 |
| Q2 2020 | ||||
| ☰ | GWRE - Guidewire Software Inc. | Add 53.65% | 200,000 | 2.14 |
| Q1 2020 | ||||
| ☰ | V - Visa Inc. | Add 18.18% | 100,000 | 1.80 |
| ☰ | MA - Mastercard Inc. | Add 18.09% | 42,500 | 1.14 |
| ☰ | TDG - TransDigm Group Inc. | Add 5.66% | 15,000 | 0.54 |
| ☰ | GOOG - Alphabet Inc. CL C | Buy | 90,120 | 11.68 |
| ☰ | GWRE - Guidewire Software Inc. | Buy | 372,800 | 3.29 |
| ☰ | SPGI - S&P Global Inc. | Buy | 28,100 | 0.77 |
| Q4 2019 | ||||
| ☰ | TDG - TransDigm Group Inc. | Add 17.78% | 40,000 | 1.93 |
| Q3 2019 | ||||
| ☰ | SCHW - Charles Schwab Corp. | Add 19.88% | 522,389 | 2.09 |
| ☰ | FOXA - Fox Corporation | Add 13.50% | 233,406 | 0.71 |
| ☰ | TDG - TransDigm Group Inc. | Add 6.05% | 12,838 | 0.64 |
| Q2 2019 | ||||
| ☰ | FOXA - Fox Corporation | Buy | 1,728,594 | 6.40 |
| Q1 2019 | ||||
| ☰ | MA - Mastercard Inc. | Add 10.73% | 26,300 | 0.72 |
| ☰ | TDG - TransDigm Group Inc. | Add 7.44% | 14,700 | 0.77 |
| ☰ | V - Visa Inc. | Add 6.54% | 37,300 | 0.67 |
| Q4 2018 | ||||
| ☰ | MA - Mastercard Inc. | Add 31.72% | 59,000 | 1.36 |
| ☰ | V - Visa Inc. | Add 14.00% | 70,000 | 1.13 |
| Q2 2018 | ||||
| ☰ | CHTR - Charter Communications | Add 33.69% | 156,244 | 4.83 |
| ☰ | LBRDK - Liberty Broadband Corp. CL C | Add 13.31% | 105,697 | 0.84 |
| ☰ | VRSK - Verisk Analytics Inc. | Buy | 387,627 | 4.40 |
| Q1 2018 | ||||
| ☰ | SCHW - Charles Schwab Corp. | Add 9.50% | 237,565 | 1.39 |
| ☰ | LBRDK - Liberty Broadband Corp. CL C | Buy | 794,303 | 7.65 |
| Q4 2017 | ||||
| ☰ | CHTR - Charter Communications | Add 55.14% | 215,400 | 8.20 |
| Q3 2017 | ||||
| ☰ | SCHW - Charles Schwab Corp. | Add 25.00% | 500,000 | 2.65 |
| ☰ | CHTR - Charter Communications | Add 0.77% | 2,975 | 0.13 |
| Q2 2017 | ||||
| ☰ | CHTR - Charter Communications | Add 19.44% | 63,100 | 2.79 |
| Q1 2017 | ||||
| ☰ | TDG - TransDigm Group Inc. | Add 45.83% | 150,850 | 4.42 |
| ☰ | NORD - Nord Anglia Education Inc | Add 7.18% | 100,632 | 0.34 |
| ☰ | SBAC - SBA Communications Corp. | Buy | 824,676 | 13.20 |
| Q4 2016 | ||||
| ☰ | NORD - Nord Anglia Education Inc | Add 108.50% | 729,813 | 2.89 |
| ☰ | LBTYK - Liberty Global Ltd CL C | Add 21.66% | 817,450 | 4.12 |
| ☰ | TDG - TransDigm Group Inc. | Add 16.31% | 46,148 | 1.95 |
| ☰ | MCO - Moody's Corp. | Add 11.31% | 105,075 | 1.68 |
| ☰ | MA - Mastercard Inc. | Buy | 186,000 | 3.26 |
| Q3 2016 | ||||
| ☰ | NORD - Nord Anglia Education Inc | Add 39.54% | 190,611 | 0.65 |
| ☰ | LBTYK - Liberty Global Ltd CL C | Add 14.64% | 482,000 | 2.51 |
| ☰ | SCHW - Charles Schwab Corp. | Add 6.83% | 205,000 | 1.02 |
| ☰ | MCO - Moody's Corp. | Add 6.17% | 54,000 | 0.92 |
| Q2 2016 | ||||
| ☰ | LBTYK - Liberty Global Ltd CL C | Add 29.11% | 742,250 | 3.82 |
| ☰ | 1LGE - Liberty Global Plc | Buy | 318,160 | 1.86 |
| ☰ | NORD - Nord Anglia Education Inc | Buy | 482,017 | 1.83 |
| Q1 2016 | ||||
| ☰ | LBTYK - Liberty Global Ltd CL C | Add 24.39% | 500,000 | 3.39 |
| ☰ | MCO - Moody's Corp. | Add 20.69% | 150,000 | 2.61 |
| ☰ | TDG - TransDigm Group Inc. | Add 12.19% | 40,757 | 1.62 |
| ☰ | V - Visa Inc. | Buy | 700,000 | 9.66 |
| Q4 2015 | ||||
| ☰ | DVA - DaVita HealthCare Partners | Add 33.33% | 250,000 | 3.61 |
| ☰ | MCO - Moody's Corp. | Add 16.00% | 100,000 | 2.07 |
| ☰ | LBTYK - Liberty Global Ltd CL C | Add 13.89% | 250,000 | 2.11 |
| ☰ | TDG - TransDigm Group Inc. | Add 2.84% | 9,243 | 0.44 |
| Q3 2015 | ||||
| ☰ | LBTYK - Liberty Global Ltd CL C | Add 80.00% | 800,000 | 6.94 |
| ☰ | MCO - Moody's Corp. | Add 66.67% | 250,000 | 5.20 |
| ☰ | DVA - DaVita HealthCare Partners | Add 36.36% | 200,000 | 3.06 |
| ☰ | SCHW - Charles Schwab Corp. | Add 20.00% | 500,000 | 3.02 |
| ☰ | TDG - TransDigm Group Inc. | Add 18.18% | 50,000 | 2.25 |
| ☰ | CHTR - Charter Communications | Add 12.50% | 50,000 | 1.86 |
| Q2 2015 | ||||
| ☰ | MCO - Moody's Corp. | Buy | 375,000 | 10.34 |
| Q1 2015 | ||||
| ☰ | CHTR - Charter Communications | Add 73.91% | 170,000 | 9.33 |
| ☰ | TDG - TransDigm Group Inc. | Buy | 275,000 | 17.10 |
| Q4 2014 | ||||
| ☰ | SCHW - Charles Schwab Corp. | Add 11.11% | 250,000 | 2.68 |
| ☰ | LBTYK - Liberty Global Ltd CL C | Buy | 1,000,000 | 17.18 |
| ☰ | CHTR - Charter Communications | Buy | 230,000 | 13.63 |
| Q3 2014 | ||||
| ☰ | DVA - DaVita HealthCare Partners | Buy | 550,000 | 18.65 |
| Q2 2014 | ||||
| ☰ | MCD - McDonald's Corp. | Buy | 300,000 | 14.96 |
| Q1 2014 | ||||
| ☰ | PGR - Progressive Corp. | Add 168.33% | 1,010,000 | 11.39 |
| Q4 2013 | ||||
| ☰ | TRW - Trw Automotive Holding Corp | Buy | 273,000 | 6.77 |
| Q3 2013 | ||||
| ☰ | VR - Validus Holdings Ltd | Buy | 550,000 | 6.20 |
| Q1 2013 | ||||
| ☰ | CCL - Carnival Corp. | Add 40.35% | 400,000 | 3.96 |
| ☰ | TWC - Time Warner Cable Inc | Add 12.34% | 100,000 | 2.77 |
| Q2 2012 | ||||
| ☰ | SCHW - Charles Schwab Corp. | Add 50.58% | 1,000,000 | 4.08 |
| ☰ | CCL - Carnival Corp. | Add 33.72% | 250,000 | 2.70 |
| Q1 2012 | ||||
| ☰ | 73HK - Ryanair Holdings Plc.......... | Add 928.67% | 730,355 | 8.65 |
| ☰ | RNR - RenaissanceRe Holdings Ltd. | Add 45.08% | 132,089 | 3.27 |
| ☰ | SCHW - Charles Schwab Corp. | Buy | 1,977,160 | 9.28 |
| ☰ | CCL - Carnival Corp. | Buy | 741,435 | 7.76 |
| Q4 2011 | ||||
| ☰ | HCZ - Hcc Ins Hldgs Inc.......... | Add 17.22% | 199,820 | 2.28 |
| ☰ | PGR - Progressive Corp. | Add 17.19% | 275,000 | 2.22 |
| ☰ | CRH - CRH plc | Add 0.16% | 900 | 0.01 |
| ☰ | 73HK - Ryanair Holdings Plc.......... | Buy | 78,645 | 0.91 |
| Q3 2011 | ||||
| ☰ | 6684 - Hewlett- Packard Co | Add 111.31% | 315,000 | 2.91 |
| ☰ | HCZ - Hcc Ins Hldgs Inc | Add 42.32% | 345,000 | 3.84 |
| ☰ | TWC - Time Warner Cable Inc | Add 21.48% | 145,000 | 3.74 |
| ☰ | CRH - CRH plc | Buy | 569,065 | 3.64 |
| Q2 2011 | ||||
| ☰ | RNR - RenaissanceRe Holdings Ltd. | Add 95.33% | 143,000 | 3.58 |
| ☰ | 6684 - Hewlett-Packard Co | Buy | 283,000 | 3.68 |
| Q1 2011 | ||||
| ☰ | CKK - Coca Cola Enterprises Inc | Add 18.68% | 173,100 | 1.74 |
| ☰ | PGR - Progressive Corp. | Buy | 1,600,000 | 12.47 |
| ☰ | RNR - RenaissanceRe Holdings Ltd. | Buy | 150,000 | 3.82 |
| Q4 2010 | ||||
| ☰ | TLCR - Talecris Biotherapeutics Hld | Add 40.35% | 230,000 | 2.52 |
| ☰ | HCZ - Hcc Ins Hldgs Inc | Add 1.90% | 15,180 | 0.21 |
| ☰ | CKK - Coca Cola Enterprises Inc | Buy | 926,900 | 10.92 |
| Q3 2010 | ||||
| ☰ | MGRC - Mcgrath Rentcorp | Add 83.46% | 206,300 | 1.88 |
| ☰ | MDT - Medtronic plc | Add 33.39% | 212,000 | 2.72 |
| ☰ | 1411467D - Coca Cola Enterprises Inc | Add 20.00% | 150,000 | 1.77 |
| ☰ | TWC - Time Warner Cable Inc | Add 12.50% | 75,000 | 1.54 |
| ☰ | HCZ - Hcc Ins Hldgs Inc | Add 6.67% | 50,000 | 0.50 |
| ☰ | TLCR - Talecris Biotherapeutics Hld | Buy | 570,000 | 4.97 |
| Q2 2010 | ||||
| ☰ | MGRC - Mcgrath Rentcorp | Add 423.90% | 200,000 | 1.84 |
| ☰ | DEO - Diageo ADR | Add 103.45% | 150,000 | 3.80 |
| ☰ | AKO/A - Embotelladora Andina S A | Add 68.77% | 209,704 | 1.52 |
| ☰ | AKO.B - Embotelladora Andina S A | Add 63.46% | 14,200 | 0.13 |
| ☰ | MDT - Medtronic plc | Add 40.49% | 183,000 | 2.68 |
| ☰ | TWC - Time Warner Cable Inc | Add 20.00% | 100,000 | 2.11 |
| ☰ | BAX - Baxter International Inc. | Buy | 547,500 | 8.99 |
| ☰ | 1411467D - Coca Cola Enterprises Inc | Buy | 750,000 | 7.84 |
| ☰ | HCZ - Hcc Ins Hldgs Inc | Buy | 750,000 | 7.51 |
| Q1 2010 | ||||
| ☰ | TWC - Time Warner Cable Inc | Buy | 500,000 | 13.57 |
| ☰ | MCD - McDonald's Corp. | Buy | 155,800 | 5.29 |
| ☰ | DEO - Diageo ADR | Buy | 145,000 | 4.98 |
| ☰ | AKO/A - Embotelladora Andina S A | Buy | 304,920 | 2.72 |
| ☰ | AKO.B - Embotelladora Andina S A | Buy | 22,375 | 0.23 |
| Q4 2009 | ||||
| ☰ | TIGO - Millicom Intl Cellular S.a. | Buy | 46,297 | 2.13 |
| ☰ | MGRC - Mcgrath Rentcorp | Buy | 47,181 | 0.66 |
| Q3 2009 | ||||
| ☰ | ZNT - Zenith Natl Ins Corp | Add 64.78% | 400,000 | 7.07 |
| ☰ | MDT - Medtronic plc | Add 48.69% | 148,000 | 3.11 |
| Q1 2009 | ||||
| ☰ | ZNT - Zenith Natl Ins Corp | Add 51.53% | 210,000 | 3.39 |
| ☰ | FDX - FedEx Corp. | Buy | 345,500 | 10.31 |
| ☰ | MDT - Medtronic plc | Buy | 303,950 | 6.01 |
| Q4 2008 | ||||
| ☰ | WAG - Walgreen Co | Buy | 1,100,000 | 17.88 |
| ☰ | PGR - Progressive Corp. | Buy | 1,600,000 | 15.61 |
| ☰ | TEL - TE Connectivity plc | Buy | 1,383,713 | 14.78 |
| ☰ | LTF - Life Time Fitness Inc | Buy | 1,375,400 | 11.74 |
| ☰ | UNH - United Health Group Inc. | Buy | 499,690 | 8.76 |
| ☰ | LAMR - Lamar Advertising Co. | Buy | 1,048,578 | 8.68 |
| ☰ | ZNT - Zenith Natl Ins Corp | Buy | 407,500 | 8.48 |
| ☰ | MINI - Mobile Mini Inc | Buy | 876,293 | 8.33 |
| ☰ | BGFV - Big 5 Sporting Goods Corp | Buy | 901,793 | 3.10 |
| ☰ | CSGP - CoStar Group Inc. | Buy | 122,027 | 2.65 |