Stuart Mclaughlin - Triple Frond Partners Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Triple Frond Partners disclosed 13 stock positions valued at approximately $1.12M as of quarter-end June 30, 2026. The largest holdings include ASML HOLDING N V, TRANSDIGM GROUP INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $1.12M
Holdings by Sector
Triple Frond Partners Portfolio Holdings in Q2 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ASML HOLDING N V | ASML | Other | 21.11% | 118,917 | - | - | $236,578 |
| TRANSDIGM GROUP INC | TDG | Industrials | 12.67% | 106,544 | - | - | $141,921 |
| MICROSOFT CORP | MSFT | Technology | 11.74% | 352,504 | - | - | $131,491 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 9.20% | 432,420 | -46,114 | -9.64% | $103,063 |
| ALPHABET INC | GOOG | Communication Services | 9.19% | 291,544 | -61,915 | -17.52% | $103,011 |
| MASTERCARD INC | MA | Financial Services | 8.04% | 175,472 | - | - | $90,122 |
| META PLATFORMS INC | META | Communication Services | 5.91% | 117,628 | - | - | $66,259 |
| TRANSUNION COM | TRU | Financial Services | 5.27% | 817,828 | - | - | $58,998 |
| DOORDASH INC | DASH | Communication Services | 4.94% | 300,246 | +300,246 | +100.00% | $55,404 |
| S&P GLOBAL INC | SPGI | Financial Services | 4.24% | 116,700 | +88,600 | +315.30% | $47,527 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 3.24% | 198,262 | -36,503 | -15.55% | $36,304 |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | CCCS | Technology | 2.49% | 5,413,036 | - | - | $27,931 |
| CHARTER COMMUNICATIONS INC N | CHTR | Communication Services | 1.95% | 153,725 | - | - | $21,861 |