Stuart Mclaughlin - Triple Frond Partners Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Triple Frond Partners portfolio balances reported a total equity value of $962,175 across 12 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 13, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 17.7% of total equity value, followed by TRANSDIGM GROUP INC (TDG), ASML HOLDING N V (ASML), ALPHABET INC (GOOG), and others. Collectively, the top five holdings represent 67.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.