SEC 13F Intelligence

Triple Frond Partners LLC / MCO

Triple Frond Partners LLC’s Moodys Corp Position

Does Triple Frond Partners LLC own Moodys Corp (MCO)? Not currently — the last reported position was 81.6K shares worth $41M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$41M
Q2 2025
Shares
81.6K
% of Portfolio
+4.63%
Quarters Held
26
position exited

Position History MCO

Reported value by quarter
Q1 ’19: $159MQ1 ’19Q2 ’19: $171MQ3 ’19: $179MQ4 ’19: $208MQ1 ’20: $178MQ1 ’20Q2 ’20: $179MQ3 ’20: $178MQ4 ’20: $109MQ1 ’21: $112MQ1 ’21Q2 ’21: $108MQ3 ’21: $89MQ4 ’21: $52MQ1 ’22: $45MQ1 ’22Q2 ’22: $49MQ3 ’22: $38MQ4 ’22: $44MQ1 ’23: $38MQ1 ’23Q2 ’23: $43MQ3 ’23: $39MQ4 ’23: $68MQ1 ’24: $69MQ1 ’24Q2 ’24: $63MQ3 ’24: $51MQ4 ’24: $50MQ1 ’25: $38MQ1 ’25Q2 ’25: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202581.6K$41M+4.63%
Q1 202581.6K$38M+5.14%
Q4 2024104.6K$50M+6.41%
Q3 2024108.4K$51M+6.66%
Q2 2024150.8K$63M+7.45%
Q1 2024174.8K$69M+7.82%
Q4 2023174.8K$68M+8.12%
Q3 2023123.6K$39M+4.96%
Q2 2023123.6K$43M+5.54%
Q1 2023123.6K$38M+5.52%
Q4 2022158.0K$44M+7.28%
Q3 2022158.0K$38M+6.77%
Q2 2022181.3K$49M+7.54%
Q1 2022132.4K$45M+5.53%
Q4 2021132.4K$52M+5.83%
Q3 2021250.0K$89M+9.68%
Q2 2021298.6K$108M+11.74%
Q1 2021373.8K$112M+13.84%
Q4 2020373.8K$109M+13.23%
Q3 2020613.8K$178M+15.10%
Q2 2020650.2K$179M+17.22%
Q1 2020841.2K$178M+19.82%
Q4 2019875.6K$208M+17.89%
Q3 2019875.6K$179M+17.18%
Q2 2019875.6K$171M+17.29%
Q1 2019875.6K$159M+18.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triple Frond Partners LLC’s full portfolio or all institutional holders of MCO.