Triple Frond Partners portfolio — 13F holdings Q2 2026
Triple Frond Partners (Stuart McLaughlin) reported 13 long positions worth $1.1 billion as of 2026-06-30. Top holdings: ASML HOLDING NV, TransDigm Group INC, MICROSOFT CORP, AMAZON COM INC, Alphabet Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| ASML HOLDING NV | 2026-06-30 | 236578000.00 USD | 21.11% | hold | Original filing |
| TransDigm Group INC | 2026-06-30 | 141921000.00 USD | 12.67% | hold | Original filing |
| MICROSOFT CORP | 2026-06-30 | 131491000.00 USD | 11.74% | hold | Original filing |
| AMAZON COM INC | 2026-06-30 | 103063000.00 USD | 9.20% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 103011000.00 USD | 9.19% | reduce | Original filing |
| Mastercard Inc | 2026-06-30 | 90122000.00 USD | 8.04% | hold | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 66259000.00 USD | 5.91% | hold | Original filing |
| TransUnion | 2026-06-30 | 58998000.00 USD | 5.27% | hold | Original filing |
| DoorDash, Inc. | 2026-06-30 | 55404000.00 USD | 4.94% | buy | Original filing |
| S&P Global Inc. | 2026-06-30 | 47527000.00 USD | 4.24% | buy | Original filing |
| Live Nation Entertainment, Inc. | 2026-06-30 | 36304000.00 USD | 3.24% | reduce | Original filing |
| CCC Intelligent Solutions Holdings Inc. | 2026-06-30 | 27931000.00 USD | 2.49% | hold | Original filing |
| CHARTER COMMUNICATIONS, INC. /MO/ | 2026-06-30 | 21861000.00 USD | 1.95% | hold | Original filing |
| ILLUMINA, INC. | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-13 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-15 00:00:00 | 13F-HR/A | Original filing |
| 2025-03-31 | 2025-05-14 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-11 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-13 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-14 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-08 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-12 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-08 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-10 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-12 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-10 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-10 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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