TR
Rating #28
Stuart Mclaughlin
Triple Frond Partners
Portfolio value
Stocks
Performance
1 Year
+25.84%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Stuart Mclaughlin’s Portfolio: Q4 2025
Top10 stocks: 92.88% of the portfolio
Stuart Mclaughlin’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
6.18ppt
0.98ppt
0.33ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  TDG | +82.39% | $1310.75 | $61.51M | 6.18ppt | |
2  TRU | +28.04% | $82.17 | $9.92M | 0.98ppt | |
3 C CCC | +31.12% | $8.13 | $9.27M | 0.33ppt |
Stuart Mclaughlin’s Holdings: Q4 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 | Systems Software | $294.06 | -8.48% | 352.50K | $170.48M | 17.72% -4.02ppt | 0.00% | 22 Quarters | Q4 2025 | |
2 TDG | Aerospace and Defense | $1004.53 | +82.39% | 103.89K | $138.16M | 14.36% 6.18ppt | 0.00% | 44 Quarters | Q4 2025 | |
3  ASML | Semiconductor Materials and Equipment | $750.79 | -4.21% | 106.78K | $114.24M | 11.87% 0.12ppt | 0.00% | 4 Quarters | Q4 2025 | |
4  GOOG | Interactive Media and Services | $80.28 | -35.84% | 353.46K | $110.92M | 11.53% -3.09ppt | 0.00% | 24 Quarters | Q4 2025 | |
5  AMZN | Broadline Retail | $145.10 | -11.46% | 478.53K | $110.46M | 11.48% -1.45ppt | 0.00% | 18 Quarters | Q4 2025 | |
6  META | Interactive Media and Services | $625.45 | -4.21% | 97.38K | $64.28M | 6.68% -1.45ppt | 0.00% | 4 Quarters | Q4 2025 | |
7  LRCX | Semiconductor Materials and Equipment | $72.36 | -30.97% | 295.38K | $50.56M | 5.26% -0.99ppt | 0.00% | 5 Quarters | Q4 2025 | |
8  ILMN | Life Sciences Tools and Services | $94.97 | -4.21% | 374.16K | $49.08M | 5.10% 1.06ppt | 0.00% | 2 Quarters | Q4 2025 | |
9 TRU | Research and Consulting Services | $84.21 | +28.04% | 551.15K | $47.26M | 4.91% 0.98ppt | 0.00% | 2 Quarters | Q4 2025 | |
10 C CCC | - | $8.84 | +31.12% | 4.81M | $38.20M | 3.97% 0.33ppt | 0.00% | 4 Quarters | Q4 2025 | |
11  LYV | Movies and Entertainment | $142.50 | +100.00% | 255.86K | $36.46M | 3.79% 3.79ppt | 0.00% | 1 Quarter | Q4 2025 | |
12  CHTR | Cable and Satellite | $291.15 | -4.21% | 153.73K | $32.09M | 3.34% -1.47ppt | 0.00% | 39 Quarters | Q4 2025 |
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