One of my favorite investment firms to follow is Triple Frond Partners.

• high concentration with only 10 positions
• all positions with high quality
• long-term oriented
• only a few transactions per year

In the last quarter they...

Added

• Meta $META (+0%)
• CCC Intelligent Solutions $CCCS (+0%)

Reduced

• TransDigm $TDG (+0.06%)

What do you think of these moves?