Stuart Mclaughlin - Triple Frond Partners Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Triple Frond Partners portfolio holdings is valued at approximately $570,775, featuring 10 publicly traded holdings. This in-depth profile highlights the top investments led by MICROSOFT CORP (MSFT), META PLATFORMS INC (META), AMAZON.COM INC (AMZN), ALPHABET INC (GOOG), ASML HOLDING N V (ASML), and others based on the company's latest SEC filings reported on Aug 13, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Triple Frond Partners’s stock portfolio spans 10 holdings across 6 different sectors, with a total market value of $570,775. The Communication Services sector represents the largest allocation, while the top holdings account for nearly 64% of the total portfolio value. MICROSOFT CORP remains single largest position at 21.2% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Triple Frond Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| MSFT MICROSOFT CORP | 21.20% | $121,032 |
| META META PLATFORMS INC | 12.03% | $68,644 |
| AMZN AMAZON.COM INC | 10.81% | $61,724 |
| GOOG ALPHABET INC | 10.19% | $58,148 |
| ASML ASML HOLDING N V | 9.66% | $55,153 |
| LRCX LAM RESEARCH CORP | 9.39% | $53,581 |
| TDG TRANSDIGM GROUP INC | 8.98% | $51,271 |
| CHTR CHARTER COMMUNICATIONS INC N | 7.71% | $43,992 |
| CCCS CCC INTELLIGENT SOLUTION HOLDINGS INC | 5.24% | $29,932 |
| MCO MOODYS CORP | 4.78% | $27,298 |