Triple Frond Partners Portfolio - Jun 30, 2025

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Triple Frond Partners, Stuart Mclaughlin, has built a diversified portfolio of 10 publicly traded holdings with a total market value of $570.8K as of Jun 30, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 21.2% of the total portfolio value. The top 5 holdings account for 63.9% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

10
Total Holdings
$570.8K
Portfolio Value
Jun 30, 2025
Latest Filing
21.2%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in MICROSOFT CORP (MSFT) represents 21.2% of the total portfolio, valued at $121.0K.

Rank Symbol Company Value Portfolio % Change
1 MSFT MICROSOFT CORP $121.0K 21.2% -
2 META META PLATFORMS INC $68.6K 12.0% +43.6%
3 AMZN AMAZON.COM INC $61.7K 10.8% -
4 GOOG ALPHABET INC $58.1K 10.2% -
5 ASML ASML HOLDING N V $55.2K 9.7% -

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 108 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
CCCS CCC Intelligent Solutions Holdi +741,000 Jun 30, 2025 BUY
META Meta Platforms, Inc. +33,450 Jun 30, 2025 BUY
TDG Transdigm Group Incorporated -18,350 Jun 30, 2025 SELL
CCCS CCC Intelligent Solutions Holdi +2,415,000 Mar 31, 2025 BUY
CP Canadian Pacific Kansas City Li -404,369 Mar 31, 2025 SELL
V Visa Inc. -358,393 Mar 31, 2025 SELL
LRCX Lam Research +194,850 Mar 31, 2025 BUY
GOOG Alphabet Inc. -158,409 Mar 31, 2025 SELL
MSFT Microsoft Corporation +124,585 Mar 31, 2025 BUY
ASML ASML +79,300 Mar 31, 2025 BUY

Investment Strategy Insights

Triple Frond Partners's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in MICROSOFT CORP (MSFT) demonstrates strong conviction in this particular investment opportunity. indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 108 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 10 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Triple Frond Partners's portfolio as of Jun 30, 2025 reflects a strategic approach to equity investing with 10 holdings valued at $570.8K. The concentrated position in MICROSOFT CORP and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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