Boykin Curry - Triple Frond Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | LYV - Live Nation Inc. | Reduce 8.24% | 21,093 | 0.31 |
| ☰ | ILMN - Illumina Inc. | Reduce 18.09% | 67,700 | 0.92 |
| ☰ | LRCX - Lam Research | Sell 100.00% | 295,377 | 5.26 |
| Q4 2025 | ||||
| ☰ | ASML - ASML Holding NV | Reduce 4.21% | 4,692 | 0.50 |
| ☰ | CHTR - Charter Communications | Reduce 4.21% | 6,755 | 0.20 |
| ☰ | ILMN - Illumina Inc. | Reduce 4.21% | 16,440 | 0.17 |
| ☰ | META - Meta Platforms Inc. | Reduce 4.21% | 4,279 | 0.34 |
| ☰ | MSFT - Microsoft Corp. | Reduce 8.48% | 32,674 | 1.84 |
| ☰ | AMZN - Amazon.com Inc. | Reduce 11.46% | 61,917 | 1.48 |
| ☰ | LRCX - Lam Research | Reduce 30.97% | 132,513 | 1.93 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 35.84% | 197,415 | 5.24 |
| Q3 2025 | ||||
| ☰ | MSFT - Microsoft Corp. | Reduce 4.43% | 17,865 | 1.00 |
| ☰ | META - Meta Platforms Inc. | Reduce 7.75% | 8,545 | 0.71 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 15.11% | 98,031 | 1.97 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 22.81% | 16,830 | 2.89 |
| ☰ | LRCX - Lam Research | Reduce 39.45% | 278,725 | 3.07 |
| ☰ | MCO - Moody's Corp. | Sell 100.00% | 81,627 | 4.63 |
| Q2 2025 | ||||
| ☰ | TDG - TransDigm Group Inc. | Reduce 19.91% | 18,350 | 3.43 |
| Q1 2025 | ||||
| ☰ | AMZN - Amazon.com Inc. | Reduce 8.08% | 42,800 | 1.22 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 19.62% | 158,409 | 3.90 |
| ☰ | MCO - Moody's Corp. | Reduce 21.95% | 22,960 | 1.41 |
| ☰ | V - Visa Inc. | Sell 100.00% | 358,393 | 14.66 |
| ☰ | CP - Canadian Pacific Kansas City Ltd. | Sell 100.00% | 404,369 | 3.79 |
| Q4 2024 | ||||
| ☰ | MCO - Moody's Corp. | Reduce 3.51% | 3,800 | 0.23 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 3.53% | 29,536 | 0.64 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 3.53% | 2,919 | 0.54 |
| ☰ | V - Visa Inc. | Reduce 11.06% | 44,576 | 1.59 |
| ☰ | AMZN - Amazon.com Inc. | Reduce 11.19% | 66,780 | 1.61 |
| ☰ | CHTR - Charter Communications | Reduce 40.73% | 110,260 | 4.62 |
| ☰ | UNP - Union Pacific | Sell 100.00% | 74,500 | 2.38 |
| Q3 2024 | ||||
| ☰ | MCO - Moody's Corp. | Reduce 28.12% | 42,400 | 2.09 |
| ☰ | CHTR - Charter Communications | Reduce 56.86% | 356,785 | 12.51 |
| ☰ | LRCX - Lam Research | Sell 100.00% | 52,530 | 6.56 |
| ☰ | MSCI - MSCI Inc. | Sell 100.00% | 57,920 | 3.27 |
| Q2 2024 | ||||
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 7.71% | 60,040 | 1.04 |
| ☰ | MCO - Moody's Corp. | Reduce 13.71% | 23,966 | 1.07 |
| ☰ | V - Visa Inc. | Reduce 27.41% | 82,838 | 2.63 |
| ☰ | CP - Canadian Pacific Kansas City Ltd. | Reduce 28.61% | 126,110 | 1.26 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 39.39% | 40,443 | 5.67 |
| ☰ | VRSN - Verisign Inc. | Sell 100.00% | 233,415 | 5.03 |
| Q1 2024 | ||||
| ☰ | TDG - TransDigm Group Inc. | Reduce 14.42% | 17,300 | 2.08 |
| ☰ | LRCX - Lam Research | Reduce 15.36% | 9,530 | 0.89 |
| ☰ | V - Visa Inc. | Reduce 17.58% | 64,470 | 2.00 |
| Q4 2023 | ||||
| ☰ | TDG - TransDigm Group Inc. | Reduce 6.99% | 9,018 | 0.96 |
| ☰ | V - Visa Inc. | Reduce 8.22% | 32,845 | 0.96 |
| ☰ | MSFT - Microsoft Corp. | Reduce 9.73% | 24,650 | 0.99 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 12.91% | 106,200 | 1.78 |
| ☰ | AMZN - Amazon.com Inc. | Reduce 24.73% | 178,035 | 2.87 |
| ☰ | KKR - KKR & Co. L.P. | Sell 100.00% | 493,692 | 3.86 |
| Q2 2023 | ||||
| ☰ | VRSN - Verisign Inc. | Reduce 4.22% | 6,810 | 0.21 |
| Q1 2023 | ||||
| ☰ | VRSN - Verisign Inc. | Reduce 1.52% | 2,500 | 0.08 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 11.82% | 17,291 | 1.80 |
| ☰ | V - Visa Inc. | Reduce 14.42% | 67,294 | 2.31 |
| ☰ | MCO - Moody's Corp. | Reduce 21.74% | 34,354 | 1.58 |
| Q4 2022 | ||||
| ☰ | GWRE - Guidewire Software Inc. | Sell 100.00% | 277,612 | 3.01 |
| Q3 2022 | ||||
| ☰ | TDG - TransDigm Group Inc. | Reduce 0.07% | 109 | 0.01 |
| ☰ | V - Visa Inc. | Reduce 3.50% | 16,931 | 0.51 |
| ☰ | MSFT - Microsoft Corp. | Reduce 11.12% | 28,733 | 1.13 |
| ☰ | AMZN - Amazon.com Inc. | Reduce 11.21% | 59,184 | 0.96 |
| ☰ | MCO - Moody's Corp. | Reduce 12.87% | 23,335 | 0.97 |
| ☰ | VRSN - Verisign Inc. | Reduce 17.05% | 33,707 | 0.86 |
| ☰ | GWRE - Guidewire Software Inc. | Reduce 25.61% | 95,560 | 1.04 |
| Q2 2022 | ||||
| ☰ | CHTR - Charter Communications | Reduce 0.77% | 2,446 | 0.17 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 0.77% | 360 | 0.12 |
| ☰ | GWRE - Guidewire Software Inc. | Reduce 0.77% | 2,898 | 0.03 |
| ☰ | V - Visa Inc. | Reduce 12.84% | 71,276 | 1.96 |
| ☰ | META - Meta Platforms Inc. | Sell 100.00% | 172,072 | 4.74 |
| Q4 2021 | ||||
| ☰ | GWRE - Guidewire Software Inc. | Reduce 4.98% | 19,730 | 0.26 |
| ☰ | AMZN - Amazon.com Inc. | Reduce 4.99% | 21,800 | 0.39 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 4.99% | 2,449 | 0.71 |
| ☰ | META - Meta Platforms Inc. | Reduce 4.99% | 9,028 | 0.33 |
| ☰ | VRSN - Verisign Inc. | Reduce 4.99% | 8,265 | 0.18 |
| ☰ | MSFT - Microsoft Corp. | Reduce 16.26% | 40,646 | 1.25 |
| ☰ | MCO - Moody's Corp. | Reduce 47.06% | 117,647 | 4.56 |
| Q3 2021 | ||||
| ☰ | MCO - Moody's Corp. | Reduce 16.28% | 48,608 | 1.91 |
| ☰ | BABA - Alibaba Group Holdings | Sell 100.00% | 170,450 | 4.19 |
| ☰ | LBRDK - Liberty Broadband Corp. CL C | Sell 100.00% | 182,379 | 3.44 |
| Q2 2021 | ||||
| ☰ | MCO - Moody's Corp. | Reduce 20.12% | 75,220 | 2.78 |
| ☰ | LBRDK - Liberty Broadband Corp. CL C | Reduce 25.31% | 61,800 | 1.15 |
| Q1 2021 | ||||
| ☰ | V - Visa Inc. | Reduce 24.00% | 143,500 | 3.83 |
| ☰ | LBRDK - Liberty Broadband Corp. CL C | Reduce 52.82% | 273,400 | 5.28 |
| Q4 2020 | ||||
| ☰ | V - Visa Inc. | Reduce 8.00% | 52,000 | 0.88 |
| ☰ | LBRDK - Liberty Broadband Corp. CL C | Reduce 32.48% | 249,000 | 3.02 |
| ☰ | MSFT - Microsoft Corp. | Reduce 34.03% | 129,000 | 2.30 |
| ☰ | CHTR - Charter Communications | Reduce 36.50% | 182,500 | 9.67 |
| ☰ | MCO - Moody's Corp. | Reduce 39.10% | 240,000 | 5.90 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 39.94% | 76,000 | 3.06 |
| ☰ | GWRE - Guidewire Software Inc. | Reduce 40.10% | 265,000 | 2.35 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 45.49% | 41,000 | 5.11 |
| ☰ | MA - Mastercard Inc. | Sell 100.00% | 199,425 | 5.72 |
| ☰ | SPGI - S&P Global Inc. | Sell 100.00% | 28,100 | 0.86 |
| Q3 2020 | ||||
| ☰ | MCO - Moody's Corp. | Reduce 5.60% | 36,400 | 0.96 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 16.57% | 37,800 | 1.61 |
| ☰ | MA - Mastercard Inc. | Reduce 28.14% | 78,075 | 2.23 |
| Q2 2020 | ||||
| ☰ | TDG - TransDigm Group Inc. | Reduce 18.55% | 51,926 | 1.85 |
| ☰ | MCO - Moody's Corp. | Reduce 22.70% | 191,000 | 4.50 |
| ☰ | SCHW - Charles Schwab Corp. | Sell 100.00% | 412,300 | 1.54 |
| Q1 2020 | ||||
| ☰ | MCO - Moody's Corp. | Reduce 3.93% | 34,400 | 0.70 |
| ☰ | CHTR - Charter Communications | Reduce 19.35% | 120,000 | 5.01 |
| ☰ | SCHW - Charles Schwab Corp. | Reduce 84.44% | 2,237,700 | 9.16 |
| ☰ | FOXA - Fox Corporation | Sell 100.00% | 1,962,000 | 6.26 |
| ☰ | LBTYK - Liberty Global Ltd CL C | Sell 100.00% | 1,668,979 | 3.13 |
| Q4 2019 | ||||
| ☰ | V - Visa Inc. | Reduce 9.44% | 57,300 | 0.94 |
| ☰ | MA - Mastercard Inc. | Reduce 13.38% | 36,300 | 0.94 |
| ☰ | SCHW - Charles Schwab Corp. | Reduce 15.87% | 500,000 | 2.00 |
| Q2 2019 | ||||
| ☰ | VRSK - Verisk Analytics Inc. | Sell 100.00% | 104,718 | 1.61 |
| Q1 2019 | ||||
| ☰ | VRSK - Verisk Analytics Inc. | Reduce 71.89% | 267,767 | 3.57 |
| ☰ | SBAC - SBA Communications Corp. | Sell 100.00% | 557,690 | 11.04 |
| Q4 2018 | ||||
| ☰ | LBTYK - Liberty Global Ltd CL C | Reduce 3.82% | 66,354 | 0.19 |
| ☰ | VRSK - Verisk Analytics Inc. | Reduce 3.91% | 15,142 | 0.19 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 4.00% | 8,236 | 0.32 |
| ☰ | SCHW - Charles Schwab Corp. | Reduce 4.01% | 109,654 | 0.56 |
| ☰ | MCO - Moody's Corp. | Reduce 4.03% | 36,761 | 0.64 |
| ☰ | LBRDK - Liberty Broadband Corp. CL C | Reduce 14.82% | 133,421 | 1.17 |
| ☰ | SBAC - SBA Communications Corp. | Reduce 17.34% | 116,986 | 1.95 |
| Q3 2018 | ||||
| ☰ | LBTYK - Liberty Global Ltd CL C | Reduce 38.80% | 1,100,000 | 3.09 |
| Q2 2018 | ||||
| ☰ | SCHW - Charles Schwab Corp. | Reduce 0.01% | 300 | 0.00 |
| ☰ | MCO - Moody's Corp. | Reduce 11.77% | 121,686 | 2.21 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 14.65% | 35,300 | 1.22 |
| Q1 2018 | ||||
| ☰ | CHTR - Charter Communications | Reduce 23.47% | 142,244 | 5.41 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 38.21% | 149,000 | 4.63 |
| Q4 2017 | ||||
| ☰ | LBTYK - Liberty Global Ltd CL C | Reduce 14.94% | 498,000 | 1.98 |
| ☰ | SBAC - SBA Communications Corp. | Reduce 18.19% | 150,000 | 2.62 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 18.75% | 90,000 | 2.79 |
| Q3 2017 | ||||
| ☰ | NORD - Nord Anglia Education Inc | Sell 100.00% | 188,073 | 0.80 |
| Q2 2017 | ||||
| ☰ | LBTYK - Liberty Global Ltd CL C | Reduce 16.67% | 666,667 | 3.11 |
| ☰ | NORD - Nord Anglia Education Inc | Reduce 87.49% | 1,315,000 | 4.43 |
| Q1 2017 | ||||
| ☰ | SCHW - Charles Schwab Corp. | Reduce 11.31% | 255,000 | 1.71 |
| ☰ | LBTYK - Liberty Global Ltd CL C | Reduce 12.89% | 591,700 | 2.98 |
| Q4 2016 | ||||
| ☰ | CHTR - Charter Communications | Reduce 20.24% | 82,336 | 3.50 |
| ☰ | V - Visa Inc. | Reduce 27.79% | 192,400 | 2.51 |
| ☰ | SCHW - Charles Schwab Corp. | Reduce 29.64% | 950,000 | 4.72 |
| ☰ | DVA - DaVita HealthCare Partners | Sell 100.00% | 674,300 | 7.02 |
| Q3 2016 | ||||
| ☰ | V - Visa Inc. | Reduce 1.09% | 7,600 | 0.10 |
| ☰ | DVA - DaVita HealthCare Partners | Reduce 5.77% | 41,300 | 0.57 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 10.87% | 34,500 | 1.63 |
| ☰ | 1LGE - Liberty Global Plc | Sell 100.00% | 318,160 | 1.86 |
| Q2 2016 | ||||
| ☰ | CHTR - Charter Communications | Reduce 9.58% | 43,110 | 1.57 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 15.33% | 57,500 | 2.29 |
| ☰ | DVA - DaVita HealthCare Partners | Reduce 15.81% | 134,400 | 1.78 |
| Q1 2016 | ||||
| ☰ | DVA - DaVita HealthCare Partners | Reduce 15.00% | 150,000 | 2.16 |
| Q4 2015 | ||||
| ☰ | PGR - Progressive Corp. | Sell 100.00% | 1,610,000 | 10.44 |
| Q1 2015 | ||||
| ☰ | CCL - Carnival Corp. | Sell 100.00% | 750,000 | 12.09 |
| Q4 2014 | ||||
| ☰ | CCL - Carnival Corp. | Reduce 25.00% | 250,000 | 4.66 |
| ☰ | MCD - McDonald's Corp. | Sell 100.00% | 300,000 | 13.19 |
| Q3 2014 | ||||
| ☰ | HCZ - Hcc Ins Hldgs Inc | Sell 100.00% | 670,000 | 16.23 |
| Q2 2014 | ||||
| ☰ | RNR - RenaissanceRe Holdings Ltd. | Sell 100.00% | 175,000 | 7.95 |
| ☰ | VR - Validus Holdings Ltd | Sell 100.00% | 400,000 | 7.02 |
| ☰ | 73HK - Ryanair Holdings Plc | Sell 100.00% | 235,800 | 6.45 |
| Q1 2014 | ||||
| ☰ | 73HK - Ryanair Holdings Plc | Reduce 65.54% | 448,380 | 7.01 |
| ☰ | TWC - Time Warner Cable Inc | Sell 100.00% | 400,000 | 18.06 |
| ☰ | TRW - Trw Automotive Holding Corp | Sell 100.00% | 273,000 | 6.77 |
| ☰ | CRH - CRH plc | Sell 100.00% | 563,456 | 4.80 |
| Q4 2013 | ||||
| ☰ | HCZ - Hcc Ins Hldgs Inc | Reduce 14.28% | 111,600 | 1.49 |
| ☰ | VR - Validus Holdings Ltd | Reduce 27.27% | 150,000 | 1.69 |
| ☰ | CCL - Carnival Corp. | Reduce 28.13% | 391,435 | 3.90 |
| ☰ | RNR - RenaissanceRe Holdings Ltd. | Reduce 41.68% | 125,089 | 3.45 |
| ☰ | TWC - Time Warner Cable Inc | Reduce 50.00% | 400,000 | 13.61 |
| Q3 2013 | ||||
| ☰ | HCZ - Hcc Ins Hldgs Inc | Reduce 2.30% | 18,400 | 0.22 |
| ☰ | TWC - Time Warner Cable Inc | Reduce 12.15% | 110,635 | 3.49 |
| ☰ | SCHW - Charles Schwab Corp. | Reduce 24.42% | 727,160 | 4.33 |
| ☰ | RNR - RenaissanceRe Holdings Ltd. | Reduce 29.41% | 125,000 | 3.04 |
| ☰ | PGR - Progressive Corp. | Reduce 40.00% | 400,000 | 2.85 |
| Q2 2013 | ||||
| ☰ | 73HK - Ryanair Holdings Plc | Reduce 15.43% | 124,820 | 1.50 |
| ☰ | HCZ - Hcc Ins Hldgs Inc | Reduce 30.43% | 350,000 | 4.24 |
| Q1 2013 | ||||
| ☰ | HCZ - Hcc Ins Hldgs Inc | Reduce 14.46% | 194,469 | 2.04 |
| ☰ | PGR - Progressive Corp. | Reduce 46.05% | 853,587 | 5.08 |
| ☰ | CKK - Coca Cola Enterprises Inc | Sell 100.00% | 1,051,849 | 9.42 |
| Q1 2012 | ||||
| ☰ | CKK - Coca Cola Enterprises Inc.......... | Reduce 1.14% | 12,151 | 0.13 |
| ☰ | CRH - CRH plc | Reduce 1.14% | 6,509 | 0.05 |
| ☰ | HCZ - Hcc Ins Hldgs Inc.......... | Reduce 1.14% | 15,531 | 0.18 |
| ☰ | PGR - Progressive Corp. | Reduce 1.14% | 21,413 | 0.17 |
| ☰ | TWC - Time Warner Cable Inc.... | Reduce 1.14% | 9,365 | 0.25 |
| ☰ | DEO - Diageo ADR | Sell 100.00% | 295,000 | 10.69 |
| ☰ | 6684 - Hewlett- Packard Co... | Sell 100.00% | 598,000 | 6.39 |
| ☰ | AKO/A - Embotelladora Andina S A... | Sell 100.00% | 414,624 | 3.54 |
| ☰ | MGRC - Mcgrath Rentcorp..... | Sell 100.00% | 92,020 | 1.11 |
| Q4 2011 | ||||
| ☰ | MGRC - Mcgrath Rentcorp..... | Reduce 79.71% | 361,461 | 3.54 |
| ☰ | LTF - Life Time Fitness Inc | Sell 100.00% | 608,720 | 9.24 |
| Q3 2011 | ||||
| ☰ | CKK - Coca Cola Enterprises Inc | Reduce 3.27% | 36,000 | 0.38 |
| ☰ | MDT - Medtronic plc | Sell 100.00% | 846,950 | 11.67 |
| Q2 2011 | ||||
| ☰ | TLCR - Talecris Biotherapeutics Hld | Sell 100.00% | 800,000 | 7.91 |
| ☰ | AKO.B - Embotelladora Andina S A | Sell 100.00% | 36,575 | 0.39 |
| Q1 2011 | ||||
| ☰ | LTF - Life Time Fitness Inc | Reduce 5.11% | 32,757 | 0.63 |
| Q4 2010 | ||||
| ☰ | AKO/A - Embotelladora Andina S A S | Reduce 11.78% | 55,342 | 0.51 |
| ☰ | LTF - Life Time Fitness Inc | Reduce 20.37% | 164,123 | 2.47 |
| ☰ | PGR - Progressive Corp. | Sell 100.00% | 1,600,000 | 12.73 |
| ☰ | 1411467D - Coca Cola Enterprises Inc | Sell 100.00% | 900,000 | 10.64 |
| ☰ | WAG - Walgreen Co | Sell 100.00% | 800,000 | 10.22 |
| Q3 2010 | ||||
| ☰ | AKO/A - Embotelladora Andina S A | Reduce 8.68% | 44,658 | 0.32 |
| ☰ | LTF - Life Time Fitness Inc | Reduce 12.11% | 111,000 | 1.43 |
| ☰ | WAG - Walgreen Co | Reduce 27.27% | 300,000 | 3.24 |
| ☰ | BAX - Baxter International Inc. | Sell 100.00% | 547,500 | 8.99 |
| ☰ | MCD - McDonald's Corp. | Sell 100.00% | 155,800 | 4.15 |
| Q2 2010 | ||||
| ☰ | LTF - Life Time Fitness Inc | Reduce 18.42% | 207,000 | 2.96 |
| ☰ | ZNT - Zenith Natl Ins Corp | Sell 100.00% | 400,000 | 7.80 |
| ☰ | TIGO - Millicom Intl Cellular S.a. | Sell 100.00% | 46,297 | 2.10 |
| Q1 2010 | ||||
| ☰ | ZNT - Zenith Natl Ins Corp | Reduce 60.69% | 617,500 | 11.48 |
| ☰ | LAMR - Lamar Advertising Co. | Sell 100.00% | 268,578 | 5.21 |
| Q4 2009 | ||||
| ☰ | LAMR - Lamar Advertising Co. | Reduce 49.19% | 260,000 | 4.08 |
| ☰ | FDX - FedEx Corp. | Sell 100.00% | 172,750 | 7.43 |
| Q3 2009 | ||||
| ☰ | LTF - Life Time Fitness Inc | Reduce 18.31% | 251,800 | 2.12 |
| ☰ | LAMR - Lamar Advertising Co. | Reduce 49.59% | 520,000 | 3.40 |
| ☰ | FDX - FedEx Corp. | Reduce 50.00% | 172,750 | 5.16 |
| ☰ | TEL - TE Connectivity plc | Sell 100.00% | 1,383,713 | 10.24 |
| ☰ | MINI - Mobile Mini Inc | Sell 100.00% | 701,558 | 5.42 |
| ☰ | BGFV - Big 5 Sporting Goods Corp | Sell 100.00% | 901,793 | 3.55 |
| ☰ | CSGP - CoStar Group Inc. | Sell 100.00% | 122,027 | 2.48 |
| Q1 2009 | ||||
| ☰ | MINI - Mobile Mini Inc | Reduce 19.94% | 174,735 | 1.66 |
| ☰ | UNH - United Health Group Inc. | Sell 100.00% | 499,690 | 8.76 |