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 band1

New

Added

Exited

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

13F × valuation

Valuation posture

Of 4 valued US positions, 1 trade below a conservative value band (1 in the strike zone) (as of 2026-09-02):

Charter Communications Inc NCHTR52% · strike

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Asml Holding N VASML	$236.6M	—	12	118,917	21.1%	Core 6q
Transdigm Group IncTDG	$141.9M	—	7	106,544	12.7%	Core 8q
Microsoft CorpMSFT	$131.5M	—	43	352,504	11.7%	Core 8q
Amazon.Com IncAMZN	$103.1M	—	39	432,420	9.2%	Core 8q
Alphabet IncGOOG	$103.0M	—	37	291,544	9.2%	Core 8q
Mastercard IncMA	$90.1M	—	21	175,472	8.0%	—
Meta Platforms IncMETA	$66.3M	—	35	117,628	5.9%	—
Transunion ComTRU	$59.0M	—	4	817,828	5.3%	No trim 4q
Doordash IncDASH	$55.4M	—	5	300,246	4.9%	Big new
S&P Global IncSPGI	$47.5M	—	18	116,700	4.2%	Big new
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 trim 6q
Charter Communications Inc NCHTR	$21.9M	Strike zone	9	153,725	2.0%	—

Asml Holding N VASMLCore 6q
Value$236.6MValuation—Holders12Weight21.1%
Transdigm Group IncTDGCore 8q
Value$141.9MValuation—Holders7Weight12.7%
Microsoft CorpMSFTCore 8q
Value$131.5MValuation—Holders43Weight11.7%
Amazon.Com IncAMZNCore 8q
Value$103.1MValuation—Holders39Weight9.2%
Alphabet IncGOOGCore 8q
Value$103.0MValuation—Holders37Weight9.2%
Mastercard IncMA—
Value$90.1MValuation—Holders21Weight8.0%
Meta Platforms IncMETA—
Value$66.3MValuation—Holders35Weight5.9%
Transunion ComTRUNo trim 4q
Value$59.0MValuation—Holders4Weight5.3%
Doordash IncDASHBig new
Value$55.4MValuation—Holders5Weight4.9%
S&P Global IncSPGIBig new
Value$47.5MValuation—Holders18Weight4.2%
Live Nation Entertainment InLYV—
Value$36.3MValuation—Holders8Weight3.2%
Ccc Intelligent Solution Holdings IncCCCNo trim 6q
Value$27.9MValuation—Holders4Weight2.5%
Charter Communications Inc NCHTR—
Value$21.9MValuationStrike zoneHolders9Weight2.0%

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 holds 1 position now in the strike zone. See the full strike-zone list

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

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