Stuart Mclaughlin - Triple Frond Partners Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the Triple Frond Partners portfolio balances reported a total equity value of $1.12M across 13 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight ASML HOLDING N V (ASML) as the single largest position, accounting for 21.1% of total equity value, followed by TRANSDIGM GROUP INC (TDG), MICROSOFT CORP (MSFT), AMAZON.COM INC (AMZN), and others. Collectively, the top five holdings represent 63.9% of the portfolio, showing how capital is distributed among core positions and long-term investments.