Stuart Mclaughlin

Net selling

Triple Frond Partners LLC — managed by Stuart Mclaughlin; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-13) · Source: SEC EDGAR

Portfolio value$1.12B (+16%)

Holdings13 (+1)

Top holdingAsml Holding N V

Below band0

New

Added

Exited

By what price implies: 3 demand a demanding growth rate, 2 modest.

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Asml Holding N VASML	$236.6M	—	12	118,917	21.1%	Core · 6 quarters
Transdigm Group IncTDG	$141.9M	—	7	106,544	12.7%	Core · 8 quarters
Microsoft CorpMSFT	$131.5M	—	42	352,504	11.7%	Core · 8 quarters
Amazon.Com IncAMZN	$103.1M	—	38	432,420	9.2%	Core · 8 quarters
Alphabet IncGOOG	$103.0M	—	35	291,544	9.2%	Core · 8 quarters
Mastercard IncMA	$90.1M	—	22	175,472	8.0%	—
Meta Platforms IncMETA	$66.3M	—	34	117,628	5.9%	—
Transunion ComTRU	$59.0M	—	4	817,828	5.3%	No trims · 4 quarters
Doordash IncDASH	$55.4M	—	5	300,246	4.9%	Big new position
S&P Global IncSPGI	$47.5M	—	18	116,700	4.2%	Big new position
Live Nation Entertainment InLYV	$36.3M	—	8	198,262	3.2%	—
Ccc Intelligent Solution Holdings IncCCC	$27.9M	—	4	5,413,036	2.5%	No trims · 6 quarters
Charter Communications Inc NCHTR	$21.9M	Strike zone· unconf.	8	153,725	2.0%	—

Asml Holding N VASMLCore · 6 quarters
Value$236.6MValuation—Holders12Weight21.1%
Transdigm Group IncTDGCore · 8 quarters
Value$141.9MValuation—Holders7Weight12.7%
Microsoft CorpMSFTCore · 8 quarters
Value$131.5MValuation—Holders42Weight11.7%
Amazon.Com IncAMZNCore · 8 quarters
Value$103.1MValuation—Holders38Weight9.2%
Alphabet IncGOOGCore · 8 quarters
Value$103.0MValuation—Holders35Weight9.2%
Mastercard IncMA—
Value$90.1MValuation—Holders22Weight8.0%
Meta Platforms IncMETA—
Value$66.3MValuation—Holders34Weight5.9%
Transunion ComTRUNo trims · 4 quarters
Value$59.0MValuation—Holders4Weight5.3%
Doordash IncDASHBig new position
Value$55.4MValuation—Holders5Weight4.9%
S&P Global IncSPGIBig new position
Value$47.5MValuation—Holders18Weight4.2%
Live Nation Entertainment InLYV—
Value$36.3MValuation—Holders8Weight3.2%
Ccc Intelligent Solution Holdings IncCCCNo trims · 6 quarters
Value$27.9MValuation—Holders4Weight2.5%
Charter Communications Inc NCHTR—
Value$21.9MValuationStrike zone· unconf.Holders8Weight2.0%

Exited this quarter (1)Illumina Inc Com

What is a superinvestor

About this investor

Portfolio overview

Triple Frond Partners LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 13 positions worth $1.12B. The top 5 holdings represent 64% of that value, a concentrated portfolio.

The single largest position is Asml Holding N V at 21.1% of the portfolio, followed by Transdigm Group Inc at 12.7% and Microsoft Corp at 11.7%.

Against the prior quarter, Stuart Mclaughlin opened 2 new positions, exited 1, added to 0, and trimmed 3. The largest new buy was Doordash Inc. The most notable sale was the full exit from Illumina Inc Com.

Across all 8 quarters on file, Transdigm Group Inc has appeared in every filing, as has Microsoft Corp. Transdigm Group Inc currently ranks second by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Stuart Mclaughlin has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-13

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