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Boykin Curry - Triple Frond Partners
67 trades  ·  55 closed  ·  12 open  ·  Win rate: 70.1%  ·  Avg return: +61.4%  ·  Median return: +23.6%
Stock Entry
Quarter
Entry
Price
Exit
Quarter
Exit / Current
Price
Return Status Filings
GOOG - Alphabet Inc.
Q1 2020 $58.14 Open $357.33 +514.60% Open History
TDG - TransDigm Group Inc.
Q1 2015 $218.72 Open $1,215.34 +455.66% Open History
MCO - Moody's Corp.
Q2 2015 $107.96 Q2 2025 $501.59 +364.61% Closed History
V - Visa Inc.
Q1 2016 $76.48 Q4 2024 $316.04 +313.23% Closed History
MA - Mastercard Inc.
Q4 2016 $103.25 Q3 2020 $338.17 +227.53% Closed History
LRCX - Lam Research Corp.
Q3 2022 $36.60 Q2 2024 $106.49 +190.95% Closed History
LTF - Life Time Fitness Inc
Q4 2008 $12.95 Q3 2011 $36.85 +184.56% Closed History
ASML - ASML Holdings N.V.
Q1 2025 $662.64 Open $1,775.64 +167.96% Open History
TWC - Time Warner Cable Inc
Q1 2010 $53.31 Q4 2013 $135.50 +154.17% Closed History
LAMR - Lamar Advertising Co.
Q4 2008 $12.56 Q4 2009 $31.09 +147.53% Closed History
LRCX - Lam Research Corp.
Q4 2024 $72.23 Q4 2025 $171.18 +136.99% Closed History
SCHW - The Charles Schwab Corp.
Q1 2012 $14.37 Q1 2020 $33.62 +133.96% Closed History
73HK - Ryanair Holdings Plc
Q4 2011 $27.86 Q1 2014 $58.81 +111.09% Closed History
PGR - The Progressive Corp.
Q4 2008 $14.81 Q3 2015 $30.64 +106.89% Closed History
LBRDK - Liberty Broadband Corp.
Q1 2018 $80.23 Q2 2021 $162.60 +102.66% Closed History
ILMN - Illumina, Inc.
Q3 2025 $94.97 Open $191.20 +101.33% Open History
HCZ - Hcc Ins Hldgs Inc
Q2 2010 $24.76 Q2 2014 $48.94 +97.66% Closed History
MSFT - Microsoft Corp.
Q3 2020 $210.33 Open $384.93 +83.01% Open History
FDX - FedEx Corp.
Q1 2009 $35.85 Q3 2009 $60.61 +69.07% Closed History
CRH - CRH plc
Q3 2011 $15.51 Q4 2013 $25.55 +64.73% Closed History
NORD - Nord Anglia Education Inc
Q2 2016 $10,570.00 Q2 2017 $16,285.00 +54.07% Closed History
AMZN - Amazon.com, Inc.
Q3 2021 $164.25 Open $247.49 +50.68% Open History
SPGI - S&P Global Inc.
Q1 2020 $231.84 Q3 2020 $341.15 +47.15% Closed History
AKO.B - Embotelladora Andina S A
Q1 2010 $20.42 Q1 2011 $29.25 +43.24% Closed History
RNR - RenaissanceRe Holdings Ltd.
Q1 2011 $68.99 Q1 2014 $97.60 +41.47% Closed History
CCL - Carnival Corp. Ltd.
Q1 2012 $32.08 Q4 2014 $45.33 +41.30% Closed History
WAG - Walgreen Co
Q4 2008 $24.67 Q3 2010 $33.50 +35.79% Closed History
SBAC - SBA Communications Corp.
Q1 2017 $120.37 Q4 2018 $161.89 +34.49% Closed History
MDT - Medtronic plc
Q1 2009 $29.47 Q2 2011 $38.53 +30.74% Closed History
MGRC - Mcgrath Rentcorp
Q4 2009 $22.36 Q4 2011 $28.99 +29.65% Closed History
DEO - Diageo plc
Q1 2010 $67.45 Q4 2011 $87.42 +29.61% Closed History
LYV - Live Nation Entertainment, Inc.
Q4 2025 $142.50 Open $181.56 +27.41% Open History
CKK - Coca Cola Enterprises Inc
Q4 2010 $25.03 Q4 2012 $31.73 +26.77% Closed History
VRSK - Verisk Analytics, Inc.
Q2 2018 $107.64 Q1 2019 $133.00 +23.56% Closed History
ZNT - Zenith Natl Ins Corp
Q4 2008 $31.57 Q1 2010 $38.32 +21.38% Closed History
TIGO - Millicom International Cellular S.A.
Q4 2009 $73.76 Q1 2010 $89.16 +20.88% Closed History
1411467D - Coca Cola Enterprises Inc
Q2 2010 $25.86 Q3 2010 $31.00 +19.88% Closed History
AKO.A - Embotelladora Andina S A
Q1 2010 $17.50 Q4 2011 $20.57 +17.54% Closed History
KKR - KKR & Co. Inc.
Q1 2023 $52.52 Q3 2023 $61.60 +17.29% Closed History
TLCR - Talecris Biotherapeutics Hld
Q3 2010 $22.88 Q1 2011 $26.80 +17.13% Closed History
META - Meta Platforms, Inc.
Q1 2025 $576.36 Open $661.04 +14.69% Open History
BGFV - Big 5 Sporting Goods Corp
Q4 2008 $5.21 Q1 2009 $5.87 +12.67% Closed History
MA - Mastercard Inc.
Q1 2026 $499.66 Open $538.02 +7.68% Open History
VR - Validus Holdings Ltd
Q3 2013 $36.98 Q1 2014 $37.71 +1.97% Closed History
FOXA - Fox Corp.
Q2 2019 $36.63 Q4 2019 $37.07 +1.20% Closed History
UNP - Union Pacific Corp.
Q1 2024 $245.93 Q3 2024 $246.48 +0.22% Closed History
BABA - Alibaba Group Holdings Ltd.
Q1 2021 $226.73 Q2 2021 $226.78 +0.02% Closed History
1LGE - Liberty Global Plc
Q2 2016 $32.49 Q2 2016 $32.49 +0.00% Closed History
BAX - Baxter International Inc.
Q2 2010 $22.07 Q2 2010 $22.07 +0.00% Closed History
MSCI - MSCI Inc.
Q2 2024 $481.75 Q2 2024 $481.75 +0.00% Closed History
TRW - Trw Automotive Holding Corp
Q4 2013 $74.39 Q4 2013 $74.39 +0.00% Closed History
UNH - UnitedHealth Group Inc.
Q4 2008 $26.60 Q4 2008 $26.60 +0.00% Closed History
MCD - McDonald's Corp.
Q1 2010 $66.72 Q2 2010 $65.87 -1.27% Closed History
MCD - McDonald's Corp.
Q2 2014 $100.74 Q3 2014 $94.81 -5.89% Closed History
CSGP - CoStar Group, Inc.
Q4 2008 $3.29 Q1 2009 $3.03 -8.17% Closed History
CP - Canadian Pacific Kansas City Ltd.
Q4 2023 $79.06 Q4 2024 $72.37 -8.46% Closed History
DVA - DaVita Inc.
Q3 2014 $73.14 Q3 2016 $66.07 -9.67% Closed History
TRU - TransUnion
Q3 2025 $83.78 Open $75.58 -9.79% Open History
VRSN - VeriSign, Inc.
Q4 2020 $216.40 Q1 2024 $189.51 -12.43% Closed History
MINI - Mobile Mini Inc
Q4 2008 $14.42 Q1 2009 $11.52 -20.11% Closed History
GWRE - Guidewire Software, Inc.
Q1 2020 $79.31 Q3 2022 $61.58 -22.36% Closed History
CHTR - Charter Communications, Inc.
Q4 2014 $166.62 Open $127.91 -23.23% Open History
META - Meta Platforms, Inc.
Q1 2021 $294.53 Q1 2022 $222.36 -24.50% Closed History
6684 - Hewlett-Packard Co
Q2 2011 $36.40 Q4 2011 $25.76 -29.23% Closed History
TEL - TE Connectivity plc
Q4 2008 $16.21 Q1 2009 $11.04 -31.89% Closed History
CCC - CCC Intelligent Solutions Holdings Inc.
Q1 2025 $9.03 Open $6.07 -32.78% Open History
LBTYK - Liberty Global Ltd.
Q4 2014 $20.46 Q4 2019 $11.41 -44.25% Closed History
Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.