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

Reductions - Amazon.com, Inc., Alphabet Inc., Live Nation Entertainment, Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-46,114	-9.6%	$103.06K	432,420
Q2 2026	DASH DoorDash, Inc.	DoorDash, Inc.	Buy - Position Entry	+300,246	-	$55.40K	300,246
Q2 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-61,915	-17.5%	$103.01K	291,544
Q2 2026	ILMN Illumina, Inc.	Illumina, Inc.	Sell - Position Exit	-306,460	-100.0%	$0.00	-
Q2 2026	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Sell	-36,503	-15.5%	$36.30K	198,262
Q2 2026	SPGI S&P Global Inc.	S&P Global Inc.	Buy - Position Entry	+116,700	-	$47.53K	116,700