Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $1.12B~ (+$158M~)
- Previous value:
- $962.90M~
- # of changes:
- 6
- New positions:
- 2
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 13 Aug 2026
Triple Frond Partners has disclosed a total of 6 changes to the portfolio in the latest (2026 Q2) SEC report(s): bought 2 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).
6 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
DoorDash, Inc, CL-A
|
new
|
+300,246
|
300,246
|
+4.94%
|
$184.53
|
+21.31%($223.85)
|
4.94%
|
2026 Q2
|
~0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+116,700
|
116,700
|
+4.24%
|
$407.26
|
+5.45%($429.44)
|
4.24%
|
2026 Q2
|
~0.25 years
|
|
|
|
Amazon.com Inc
|
-9.64%
|
-46,114
|
432,420
|
-1.14%
|
$238.34
|
+8.48%($258.56)
|
9.20%
|
2021 Q3
|
~5.00 years
|
|
|
|
Live Nation Entertainment Inc
|
-15.55%
|
-36,503
|
198,262
|
-0.69%
|
$183.11
|
-0.70%($181.83)
|
3.24%
|
2025 Q4
|
~0.75 years
|
|
|
|
Alphabet Inc, CL-C
|
-17.52%
|
-61,915
|
291,544
|
-2.27%
|
$353.33
|
-3.13%($342.26)
|
9.19%
|
2020 Q1
|
~6.50 years
|
|
|
|
Illumina Inc
|
-100%
|
-306,460
|
0
|
-3.92%
|
$123.26
|
+78.19%($219.64)
|
0.00%
|
2025 Q3
|
~0.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".