Stuart Mclaughlin – Triple Frond Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Triple Frond Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 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 Q2 2025, the filing reported:
New Buys – None reported
Reductions – Transdigm Group Incorporated (TDG)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Triple Frond Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | CCCS CCC Intelligent Solutions Holdi | Buy | +741,000+30.7% |
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Buy | +33,450+43.6% |
Q2 2025Jun 30, 2025 | TDG Transdigm Group Incorporated | Sell | -18,350-19.9% |
Q1 2025Mar 31, 2025 | CCCS CCC Intelligent Solutions Holdi | Buy - Position Entry | +2,415,000 |
Q1 2025Mar 31, 2025 | LRCX Lam Research | Buy | +194,850+38.1% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Buy | +124,585+44.7% |
Q1 2025Mar 31, 2025 | ASML ASML | Buy - Position Entry | +79,300 |
Q1 2025Mar 31, 2025 | META Meta Platforms, Inc. | Buy - Position Entry | +76,750 |
Q1 2025Mar 31, 2025 | TDG Transdigm Group Incorporated | Buy | +12,390+15.5% |
Q1 2025Mar 31, 2025 | MCO Moody's Corporation | Sell | -22,960-22.0% |
Q1 2025Mar 31, 2025 | AMZN Amazon.com, Inc. | Sell | -42,800-8.1% |
Q1 2025Mar 31, 2025 | GOOG Alphabet Inc. | Sell | -158,409-19.6% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell - Position Exit | -358,393-100.0% |
Q1 2025Mar 31, 2025 | CP Canadian Pacific Kansas City Li | Sell - Position Exit | -404,369-100.0% |
Q4 2024Dec 31, 2024 | LRCX Lam Research Corporation | Buy - Position Entry | +511,765 |
Q4 2024Dec 31, 2024 | CP Canadian Pacific Kansas City Li | Buy | +89,635+28.5% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Buy | +26,314+10.4% |
Q4 2024Dec 31, 2024 | TDG Transdigm Group Incorporated | Sell | -2,919-3.5% |
Q4 2024Dec 31, 2024 | MCO Moody's Corporation | Sell | -3,800-3.5% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Sell | -29,536-3.5% |
Q4 2024Dec 31, 2024 | V Visa Inc. | Sell | -44,576-11.1% |
Q4 2024Dec 31, 2024 | AMZN Amazon.com, Inc. | Sell | -66,780-11.2% |
Q4 2024Dec 31, 2024 | UNP Union Pacific Corporation | Sell - Position Exit | -74,500-100.0% |
Q4 2024Dec 31, 2024 | CHTR Charter Communications, Inc. | Sell | -110,260-40.7% |
Q3 2024Sep 30, 2024 | V Visa Inc. | Buy | +183,640+83.7% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Buy | +118,590+16.5% |
Q3 2024Sep 30, 2024 | AMZN Amazon.com, Inc. | Buy | +54,870+10.1% |
Q3 2024Sep 30, 2024 | MSFT Microsoft Corporation | Buy | +23,490+10.3% |
Q3 2024Sep 30, 2024 | TDG Transdigm Group Incorporated | Buy | +20,434+32.8% |
Q3 2024Sep 30, 2024 | MCO Moody's Corporation | Sell | -42,400-28.1% |