TR
Rating #37
Stuart Mclaughlin
Triple Frond Partners
Portfolio value
Stocks
Performance
1 Year
+23.52%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Stuart Mclaughlin’s Portfolio: Q1 2026
Top10 stocks: 93.18% of the portfolio
Stuart Mclaughlin’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
0.96ppt
4.44ppt
0.31ppt
C
Share Count Chg. (%)
Add +12.65%
-0.60ppt
-1.54ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  TRU | Add +48.38% | $76.54 | $20.41M | 0.96ppt | |
2  ASML | Add +11.37% | $1370.36 | $16.63M | 4.44ppt | |
3  META | Add +20.80% | $640.86 | $12.98M | 0.31ppt | |
Add +12.65% | $6.55 | $3.98M | -0.60ppt | ||
5  TDG | Add +2.55% | $1310.87 | $3.47M | -1.54ppt |
Stuart Mclaughlin’s Holdings: Q1 2026
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 ASML | Other Industry Machinery | $808.98 | Add +11.37% | 118.92K | $157.07M | 16.31% 4.44ppt | 0.03% | 5 Quarters | Q1 2026 | |
2  MSFT | Prepackaged Software | $294.06 | 0.00% | 352.50K | $130.49M | 13.55% -4.17ppt | 0.01% | 23 Quarters | Q4 2025 | |
3 TDG | Other Aircraft Equipment | $1008.37 | Add +2.55% | 106.54K | $123.48M | 12.82% -1.54ppt | 0.18% | 45 Quarters | Q1 2026 | |
4  GOOG | Computer Programming & Data | $80.28 | 0.00% | 353.46K | $101.39M | 10.53% -1.00ppt | 0.00% | 25 Quarters | Q4 2025 | |
5  AMZN | Retail-Catalog & Mail-Order | $145.10 | 0.00% | 478.53K | $99.66M | 10.35% -1.13ppt | 0.01% | 19 Quarters | Q4 2025 | |
6  MA | Other Business Services | $499.66 | New Buy +100.00% | 175.47K | $87.68M | 9.11% 9.11ppt | 0.02% | 1 Quarter | Q1 2026 | |
7 META | Computer Programming & Data | $616.27 | Add +20.80% | 117.63K | $67.30M | 6.99% 0.31ppt | 0.01% | 5 Quarters | Q1 2026 | |
8 TRU | Consumer Credit Reporting | $79.31 | Add +48.38% | 817.83K | $56.59M | 5.88% 0.96ppt | 0.42% | 3 Quarters | Q1 2026 | |
9  ILMN | Lab Analytical Instruments | $94.97 | Cut -18.09% | 306.46K | $37.77M | 3.92% -1.18ppt | 0.20% | 3 Quarters | Q1 2026 | |
10  LYV | Amusement & Recreation | $142.50 | Cut -8.24% | 234.77K | $35.80M | 3.72% -0.07ppt | 0.10% | 2 Quarters | Q1 2026 | |
11  CHTR | Cable & Pay TV Services | $291.15 | 0.00% | 153.73K | $33.19M | 3.45% 0.11ppt | 0.11% | 40 Quarters | Q4 2025 | |
12 C CCCS | Prepackaged Software | $8.54 | Add +12.65% | 5.41M | $32.48M | 3.37% -0.60ppt | 0.88% | 5 Quarters | Q1 2026 |
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