Stuart Mclaughlin – Triple Frond Partners Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Triple Frond Partners portfolio balances reported a total equity value of $570,775 across 10 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 13, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 21.2% of total equity value, followed by META PLATFORMS INC (META), AMAZON.COM INC (AMZN), ALPHABET INC (GOOG), 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.