Stuart Mclaughlin – Triple Frond Partners Portfolio Activity & Recent Trades (Dec 31, 2025)
As of Dec 31, 2025, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 Q4 2025, the filing reported:
New Buys – Live Nation Entertainment, Inc.
Reductions – Amazon.com, Inc., ASML, Charter Communications, Inc., Alphabet Inc., Illumina, Inc., and 3 more
Complete Exits –
None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Name | Type | Change Qty | % Change | Value | Remaining |
|---|---|---|---|---|---|---|---|
Q4 2025 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Sell | -61,917 | -11.5% | $110.45K | 478,534 |
Q4 2025 | ASML ASML | ASML | Sell | -4,692 | -4.2% | $114.24K | 106,778 |
Q4 2025 | CCCS CCC Intelligent Solutions Holdi | CCC Intelligent Solutions Holdi | Buy | +1,140,536 | +31.1% | $38.20K | 4,805,036 |
Q4 2025 | CHTR Charter Communications, Inc. | Charter Communications, Inc. | Sell | -6,755 | -4.2% | $32.09K | 153,725 |
Q4 2025 | GOOG Alphabet Inc. | Alphabet Inc. | Sell | -197,415 | -35.8% | $110.92K | 353,459 |
Q4 2025 | ILMN Illumina, Inc. | Illumina, Inc. | Sell | -16,440 | -4.2% | $49.08K | 374,160 |
Q4 2025 | LRCX Lam Research | Lam Research | Sell | -132,513 | -31.0% | $50.56K | 295,377 |
Q4 2025 | LYV Live Nation Entertainment, Inc. | Live Nation Entertainment, Inc. | Buy - Position Entry | +255,858 | - | $36.46K | 255,858 |
Q4 2025 | META Meta Platforms, Inc. | Meta Platforms, Inc. | Sell | -4,279 | -4.2% | $64.28K | 97,376 |
Q4 2025 | MSFT Microsoft Corporation | Microsoft Corporation | Sell | -32,674 | -8.5% | $170.48K | 352,504 |
Q4 2025 | TDG Transdigm Group Incorporated | Transdigm Group Incorporated | Buy | +46,930 | +82.4% | $138.16K | 103,894 |
Q4 2025 | TRU TransUnion | TransUnion | Buy | +120,683 | +28.0% | $47.26K | 551,153 |
Q3 2025 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Buy | +53,260 | +10.9% | $118.67K | 540,451 |
Q3 2025 | ASML ASML | ASML | Buy | +32,170 | +40.6% | $107.91K | 111,470 |
Q3 2025 | CCCS CCC Intelligent Solutions Holdi | CCC Intelligent Solutions Holdi | Buy | +508,500 | +16.1% | $33.38K | 3,664,500 |
Q3 2025 | GOOG Alphabet Inc. | Alphabet Inc. | Sell | -98,031 | -15.1% | $134.16K | 550,874 |
Q3 2025 | ILMN Illumina, Inc. | Illumina, Inc. | Buy - Position Entry | +390,600 | - | $37.09K | 390,600 |
Q3 2025 | LRCX Lam Research | Lam Research | Sell | -278,725 | -39.4% | $57.29K | 427,890 |
Q3 2025 | MCO Moody's Corporation | Moody's Corporation | Sell - Position Exit | -81,627 | -100.0% | $0.00 | - |
Q3 2025 | META Meta Platforms, Inc. | Meta Platforms, Inc. | Sell | -8,545 | -7.8% | $74.65K | 101,655 |
Q3 2025 | MSFT Microsoft Corporation | Microsoft Corporation | Sell | -17,865 | -4.4% | $199.50K | 385,178 |
Q3 2025 | TDG Transdigm Group Incorporated | Transdigm Group Incorporated | Sell | -16,830 | -22.8% | $75.08K | 56,964 |
Q3 2025 | TRU TransUnion | TransUnion | Buy - Position Entry | +430,470 | - | $36.06K | 430,470 |
Q2 2025 | CCCS CCC Intelligent Solutions Holdi | CCC Intelligent Solutions Holdi | Buy | +741,000 | +30.7% | $29.93K | 3,156,000 |
Q2 2025 | META Meta Platforms, Inc. | Meta Platforms, Inc. | Buy | +33,450 | +43.6% | $68.64K | 110,200 |
Q2 2025 | TDG Transdigm Group Incorporated | Transdigm Group Incorporated | Sell | -18,350 | -19.9% | $51.27K | 73,794 |
Q1 2025 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Sell | -42,800 | -8.1% | $92.69K | 487,191 |
Q1 2025 | ASML ASML | ASML | Buy - Position Entry | +79,300 | - | $52.55K | 79,300 |
Q1 2025 | CCCS CCC Intelligent Solutions Holdi | CCC Intelligent Solutions Holdi | Buy - Position Entry | +2,415,000 | - | $21.81K | 2,415,000 |
Q1 2025 | CP Canadian Pacific Kansas City Li | Canadian Pacific Kansas City Li | Sell - Position Exit | -404,369 | -100.0% | $0.00 | - |