Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. CL C (GOOG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 353,459 10.53 $286.86 $101,393,000 SEC
2025   Q4 353,459 11.53 Reduce 35.84% 5.24 $313.80 $110,915,000 SEC
2025   Q3 550,874 14.62 Reduce 15.11% 1.97 $243.55 $134,165,000 SEC
2025   Q2 648,905 13.01 $177.39 $115,109,000 SEC
2025   Q1 648,905 13.70 Reduce 19.62% 3.90 $156.23 $101,378,000 SEC
2024   Q4 807,314 19.90 Reduce 3.53% 0.64 $190.44 $153,745,000 SEC
2024   Q3 836,850 18.10 Add 16.51% 2.57 $167.19 $139,913,000 SEC
2024   Q2 718,260 15.46 Reduce 7.71% 1.04 $183.42 $131,743,000 SEC
2024   Q1 778,300 13.49 Add 8.59% 1.07 $152.26 $118,504,000 SEC
2023   Q4 716,700 12.02 Reduce 12.91% 1.78 $140.93 $101,005,000 SEC
2023   Q3 822,900 13.76 $131.85 $108,499,000 SEC
2023   Q2 822,900 12.83 $120.97 $99,546,000 SEC
2023   Q1 822,900 12.49 $104.00 $85,582,000 SEC
2022   Q4 822,900 12.07 $88.73 $73,016,000 SEC
2022   Q3 822,900 13.94 Add 1,676.90% 13.16 $96.15 $79,122,000 SEC
2022   Q2 46,311 15.49 Reduce 0.77% 0.12 $2,187.45 $101,303,000 SEC
2022   Q1 46,671 16.14 $2,793.00 $130,352,000 SEC
2021   Q4 46,671 15.22 Reduce 4.99% 0.71 $2,893.60 $135,047,000 SEC
2021   Q3 49,120 14.28 $2,665.31 $130,920,000 SEC
2021   Q2 49,120 13.35 $2,506.31 $123,110,000 SEC
2021   Q1 49,120 12.60 $2,068.63 $101,611,000 SEC
2020   Q4 49,120 10.50 Reduce 45.49% 5.11 $1,751.87 $86,052,000 SEC
2020   Q3 90,120 11.24 $1,469.60 $132,440,000 SEC
2020   Q2 90,120 12.28 $1,413.62 $127,395,000 SEC
2020   Q1 90,120 11.68 Buy 11.68 $1,162.81 $104,792,000 SEC