Stuart Mclaughlin - Triple Frond Partners 13F Activity & Position Changes (Q2 2026)
According to the SEC 13F filed on Aug 13, 2026, the Triple Frond Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2026, the filing reported:
New Buys - DoorDash, Inc., S&P Global Inc.
Increases - None reported
Complete Exits - Illumina, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
AMZN
Amazon.com, Inc.
|
Sell |
-46,114
|
|
Q2 2026
|
DASH
DoorDash, Inc.
|
Buy - Position Entry |
+300,246
|
|
Q2 2026
|
GOOG
Alphabet Inc.
|
Sell |
-61,915
|
|
Q2 2026
|
ILMN
Illumina, Inc.
|
Sell - Position Exit |
-306,460
|
|
Q2 2026
|
LYV
Live Nation Entertainment, Inc.
|
Sell |
-36,503
|
|
Q2 2026
|
SPGI
S&P Global Inc.
|
Buy - Position Entry |
+116,700
|
|
Q1 2026
|
ASML
ASML
|
Buy |
+12,139
|
|
Q1 2026
|
CCCS
CCC Intelligent Solutions Holdi
|
Buy |
+608,000
|
|
Q1 2026
|
ILMN
Illumina, Inc.
|
Sell |
-67,700
|
|
Q1 2026
|
LRCX
Lam Research
|
Sell - Position Exit |
-295,377
|
|
Q1 2026
|
LYV
Live Nation Entertainment, Inc.
|
Sell |
-21,093
|
|
Q1 2026
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+175,472
|
|
Q1 2026
|
META
Meta Platforms, Inc.
|
Buy |
+20,252
|
|
Q1 2026
|
TDG
Transdigm Group Incorporated
|
Buy |
+2,650
|
|
Q1 2026
|
TRU
TransUnion
|
Buy |
+266,675
|