Research report
Triple Frond Partners Q1 2026 13F Holdings and Activity Rep…
Verified Q1 2026 13F holdings for Triple Frond Partners, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Triple Frond Partners
Stuart McLaughlin
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
13
Market Value
$1.1B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| ASML | 21.1% | 16.3% | 11.9% | 11.8% |
| TDG | 12.7% | 12.8% | 14.4% | 8.2% |
| MSFT | 11.7% | 13.6% | 17.7% | 21.7% |
| AMZN | 9.2% | 10.3% | 11.5% | 12.9% |
| GOOG | 9.2% | 10.5% | 11.5% | 14.6% |
| MA | 8.0% | 9.1% | - | - |
| META | 5.9% | 7.0% | 6.7% | 8.1% |
| TRU | 5.3% | 5.9% | 4.9% | 3.9% |
| DASH | 4.9% | - | - | - |
| SPGI | 4.2% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
MSFT+28.99%
AMZN+9.13%
MA+11.73%
DASH+20.50%
TRU+17.98%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
ASML-12.02%
TDG-11.38%
GOOG-4.28%
Sector Analysis
Financials17.6%
Healthcare0.0%
Technology35.3%
Industrials12.7%
Communication Services20.3%
Consumer Discretionary14.1%