Stuart Mclaughlin – Triple Frond Partners Portfolio Activity & Recent Trades (Sep 30, 2025)
As of Sep 30, 2025, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2025, the filing reported:
New Buys – Illumina, Inc., TransUnion
Increases – Amazon.com, Inc., ASML, CCC Intelligent Solutions Holdi
Reductions – Alphabet Inc., Lam Research Corporation, Meta Platforms, Inc., Microsoft Corporation, Transdigm Group Incorporated
Complete Exits – Moody's Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q3 2025 | AMZN Amazon.com, Inc. | Buy | +53,260 |
Q3 2025 | ASML ASML | Buy | +32,170 |
Q3 2025 | CCCS CCC Intelligent Solutions Holdi | Buy | +508,500 |
Q3 2025 | GOOG Alphabet Inc. | Sell | -98,031 |
Q3 2025 | ILMN Illumina, Inc. | Buy - Position Entry | +390,600 |
Q3 2025 | LRCX Lam Research Corporation | Sell | -278,725 |
Q3 2025 | MCO Moody's Corporation | Sell - Position Exit | -81,627 |
Q3 2025 | META Meta Platforms, Inc. | Sell | -8,545 |
Q3 2025 | MSFT Microsoft Corporation | Sell | -17,865 |
Q3 2025 | TDG Transdigm Group Incorporated | Sell | -16,830 |
Q3 2025 | TRU TransUnion | Buy - Position Entry | +430,470 |
Q2 2025 | CCCS CCC Intelligent Solutions Holdi | Buy | +741,000 |
Q2 2025 | META Meta Platforms, Inc. | Buy | +33,450 |
Q2 2025 | TDG Transdigm Group Incorporated | Sell | -18,350 |
Q1 2025 | AMZN Amazon.com, Inc. | Sell | -42,800 |
Q1 2025 | ASML ASML | Buy - Position Entry | +79,300 |
Q1 2025 | CCCS CCC Intelligent Solutions Holdi | Buy - Position Entry | +2,415,000 |
Q1 2025 | CP Canadian Pacific Kansas City Li | Sell - Position Exit | -404,369 |
Q1 2025 | GOOG Alphabet Inc. | Sell | -158,409 |
Q1 2025 | LRCX Lam Research Corporation | Buy | +194,850 |
Q1 2025 | MCO Moody's Corporation | Sell | -22,960 |
Q1 2025 | META Meta Platforms, Inc. | Buy - Position Entry | +76,750 |
Q1 2025 | MSFT Microsoft Corporation | Buy | +124,585 |
Q1 2025 | TDG Transdigm Group Incorporated | Buy | +12,390 |
Q1 2025 | V Visa Inc. | Sell - Position Exit | -358,393 |
Q4 2024 | AMZN Amazon.com, Inc. | Sell | -66,780 |
Q4 2024 | CHTR Charter Communications, Inc. | Sell | -110,260 |
Q4 2024 | CP Canadian Pacific Kansas City Li | Buy | +89,635 |
Q4 2024 | GOOG Alphabet Inc. | Sell | -29,536 |
Q4 2024 | LRCX Lam Research Corporation | Buy - Position Entry | +511,765 |