Stuart Mclaughlin - Triple Frond Partners Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Triple Frond Partners portfolio balances reported a total equity value of $917,968 across 11 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 21.7% of total equity value, followed by ALPHABET INC (GOOG), AMAZON.COM INC (AMZN), ASML HOLDING N V (ASML), and others. Collectively, the top five holdings represent 69.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.