Stuart Mclaughlin - Triple Frond Partners Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Triple Frond Partners portfolio balances reported a total equity value of $962,895 across 12 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight ASML HOLDING N V (ASML) as the single largest position, accounting for 16.3% of total equity value, followed by MICROSOFT CORP (MSFT), TRANSDIGM GROUP INC (TDG), ALPHABET INC (GOOG), and others. Collectively, the top five holdings represent 63.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.