Stuart Mclaughlin - Triple Frond Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 10 | |
| Portfolio Value | $739,947 |
Portfolio Overview
Comprehensive analysis of Stuart Mclaughlin's investment portfolio
8
Total Holdings
$739.9K
Portfolio Value
Mar 31, 2025
Latest Filing
20.4%
Largest Position
Top Holdings
1
MSFT
MICROSOFT CORP
$151.3K
20.4%
↑+0.4%
2
TDG
TRANSDIGM GROUP INC
$127.5K
17.2%
↑+0.2%
3
GOOG
ALPHABET INC
$101.4K
13.7%
↓-0.2%
4
AMZN
AMAZON.COM INC
$92.7K
12.5%
↓-0.1%
5
CHTR
CHARTER COMMUNICATIONS INC N
$59.1K
8.0%
Recent Activity
META
Meta Platforms, Inc.
-76,750
Jun 30, 2025
MCO
Moody's Corporation
-81,627
Jun 30, 2025
TDG
Transdigm Group Incorporated
-92,144
Jun 30, 2025