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  Meta Platforms Inc. (META)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 117,628 6.99 Add 20.80% 1.20 $572.13 $67,299,000 SEC
2025   Q4 97,376 6.68 Reduce 4.21% 0.34 $660.09 $64,277,000 SEC
2025   Q3 101,655 8.13 Reduce 7.75% 0.71 $734.38 $74,653,000 SEC
2025   Q2 110,200 9.19 Add 43.58% 2.79 $738.09 $81,337,000 SEC
2025   Q1 76,750 5.98 Buy 5.98 $576.36 $44,236,000 SEC
2022   Q2 0 0.00 Sell 100.00% 4.74 SEC
2022   Q1 172,072 4.74 $222.36 $38,262,000 SEC
2021   Q4 172,072 6.52 Reduce 4.99% 0.33 $336.35 $57,877,000 SEC
2021   Q3 181,100 6.70 $339.39 $61,464,000 SEC
2021   Q2 181,100 6.83 Add 21.14% 1.19 $347.71 $62,970,000 SEC
2021   Q1 149,500 5.46 Buy 5.46 $294.53 $44,032,000 SEC