TR
Rating #30
Stuart Mclaughlin
Triple Frond Partners
Portfolio value
Stocks
Performance
1 Year
+25.42%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Stuart Mclaughlin’s Portfolio: Q3 2025
Top10 stocks: 96.37% of the portfolio
Stuart Mclaughlin’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
4.57ppt
0.84ppt
C
Share Count Chg. (%)
+16.11%
0.28ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  ASML | +40.57% | $786.07 | $25.29M | 4.57ppt | |
2  AMZN | +10.93% | $226.35 | $12.06M | 0.84ppt | |
+16.11% | $9.67 | $4.92M | 0.28ppt |
Stuart Mclaughlin’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  MSFT | Prepackaged Software | $294.06 | -4.43% | 385.18K | $199.50M | 21.73% -0.93ppt | 0.01% | 21 Quarters | Q3 2025 | |
2  GOOG | Computer Programming & Data | $80.28 | -15.11% | 550.87K | $134.17M | 14.62% 1.60ppt | 0.01% | 23 Quarters | Q3 2025 | |
3 AMZN | Retail-Catalog & Mail-Order | $145.10 | +10.93% | 540.45K | $118.67M | 12.93% 0.84ppt | 0.01% | 17 Quarters | Q3 2025 | |
4 ASML | Other Industry Machinery | $750.79 | +40.57% | 111.47K | $107.91M | 11.76% 4.57ppt | 0.03% | 3 Quarters | Q3 2025 | |
5  TDG | Other Aircraft Equipment | $736.51 | -22.81% | 56.96K | $75.08M | 8.18% -4.51ppt | 0.10% | 43 Quarters | Q3 2025 | |
6  META | Computer Programming & Data | $625.45 | -7.75% | 101.66K | $74.65M | 8.13% -1.06ppt | 0.00% | 3 Quarters | Q3 2025 | |
7  LRCX | Other Industry Machinery | $72.36 | -39.45% | 427.89K | $57.29M | 6.24% -1.53ppt | 0.03% | 4 Quarters | Q3 2025 | |
8  CHTR | Cable & Pay TV Services | $291.15 | 0.00% | 160.48K | $44.15M | 4.81% -2.61ppt | 0.12% | 38 Quarters | Q4 2024 | |
9  ILMN | Lab Analytical Instruments | $94.97 | +100.00% | 390.60K | $37.10M | 4.04% 4.04ppt | 0.25% | 1 Quarter | Q3 2025 | |
10  TRU | Consumer Credit Reporting | $83.78 | +100.00% | 430.47K | $36.07M | 3.93% 3.93ppt | 0.22% | 1 Quarter | Q3 2025 | |
11 C CCCS | Prepackaged Software | $9.12 | +16.11% | 3.66M | $33.38M | 3.64% 0.28ppt | 0.57% | 3 Quarters | Q3 2025 |
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