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
$0.0B
Portfolio Value
Communication Services
Top Sector
5
Sectors
Investment Strategy Insights
- • Stuart Mclaughlin maintains a diversified portfolio across 5 sectors
- • Top 5 holdings represent 71.9% of the portfolio
- • Largest position: MICROSOFT CORP (MSFT) at 20.4%
Trends by sector
Investment Adjustments from Previous Filing
Triple Frond Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| MSFT MICROSOFT CORP | 20.45% | $151,298 |
| TDG TRANSDIGM GROUP INC | 17.23% | $127,462 |
| GOOG ALPHABET INC | 13.70% | $101,378 |
| AMZN AMAZON.COM INC | 12.53% | $92,693 |
| CHTR CHARTER COMMUNICATIONS INC N | 7.99% | $59,142 |
| META META PLATFORMS INC | 5.98% | $44,236 |
| MCO MOODYS CORP | 5.14% | $38,013 |
| CCCS CCC INTELLIGENT SOLUTION HOLDINGS INC | 2.95% | $21,807 |