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Triple Frond

by Stuart McLaughlin, portfolio manager since 2022 hedge fund

Legal name
Triple Frond Partners LLC
On record since?
Q2 2013
Filings read
53
Website
—
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CIK
0001454502
Read since
Aug 22, 2026

Q2 2026 · filed Aug 13, 2026 · $1.1B US stock · 13 positions · Very concentrated · Moderate turnover · Top: ASML 21.1% · TDG 12.7% · MSFT 11.7%

Read the filing →

Streakslongest held · 53 quarters on record

  1. TDG TransDigm Group Incorporated 12.7%46 quarters
  2. CHTR Charter Comm Inc Del CL A New 1.9%41 quarters
  3. GOOG Alphabet Inc. Class C 9.2%26 quarters
  4. MSFT Microsoft Corp 11.7%24 quarters
  5. AMZN Amazon.Com Inc 9.2%20 quarters

New in this book this quarter: DASH, SPGI.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$1.1B Q2 2026

Positions13 Q2 2026

Picture100.0% Q2 2026

Turnover28%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 13, 26 $1.1B · 13 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  2. Q1 2026 filed May 14, 26 $963M · 12 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  3. Q4 2025 filed Feb 12, 26 $962M · 12 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  4. Q3 2025 filed Nov 14, 25 $918M · 11 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  5. Q2 2025 filed Aug 14, 25 $885M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  6. Q1 2025 filed May 13, 25 $740M · 10 positions  · 3 new · 2 exited full · Very concentrated 3 new · 2 exited
  7. Q4 2024 filed Feb 11, 25 $772M · 9 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  8. Q3 2024 filed Nov 12, 24 $773M · 9 positions  · 0 new · 2 exited full · Very concentrated 0 new · 2 exited
  9. Q2 2024 filed Aug 14, 24 $852M · 11 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  10. Q1 2024 filed May 14, 24 $879M · 11 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  11. Q4 2023 filed Feb 13, 24 $841M · 10 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  12. Q3 2023 filed Nov 13, 23 $788M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  13. Q2 2023 filed Aug 7, 23 $776M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  14. Q1 2023 filed May 12, 23 $685M · 10 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  15. Q4 2022 filed Feb 8, 23 $605M · 9 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  16. Q3 2022 filed Nov 10, 22 $568M · 10 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  17. Q2 2022 filed Aug 12, 22 $654M · 9 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  18. Q1 2022 filed May 12, 22 $808M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  19. Q4 2021 filed Feb 10, 22 $887M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  20. Q3 2021 filed Nov 10, 21 $917M · 10 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  21. Q2 2021 filed Aug 11, 21 $922M · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  22. Q1 2021 filed May 13, 21 $806M · 11 positions  · 2 new · 0 exited full · Very concentrated 2 new · 0 exited
  23. Q4 2020 filed Feb 12, 21 $820M · 9 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  24. Q3 2020 filed Nov 9, 20 $1.2B · 10 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  25. Q2 2020 filed Aug 11, 20 $1.0B · 9 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  26. Q1 2020 filed May 5, 20 $897M · 10 positions  · 3 new · 2 exited full · Very concentrated 3 new · 2 exited
  27. Q4 2019 filed Feb 10, 20 $1.2B · 9 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  28. Q3 2019 filed Nov 11, 19 $1.0B · 9 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  29. Q2 2019 filed Aug 12, 19 $989M · 9 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  30. Q1 2019 filed May 9, 19 $866M · 9 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  31. Q4 2018 filed Feb 13, 19 $818M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  32. Q3 2018 filed Nov 6, 18 $962M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  33. Q2 2018 filed Jul 25, 18 $948M · 10 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  34. Q1 2018 filed May 9, 18 $890M · 9 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  35. Q4 2017 filed Feb 12, 18 $883M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  36. Q3 2017 filed Nov 3, 17 $825M · 8 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  37. Q2 2017 filed Aug 14, 17 $762M · 9 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  38. Q1 2017 filed May 10, 17 $752M · 9 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  39. Q4 2016 filed Feb 8, 17 $674M · 9 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  40. Q3 2016 filed Nov 11, 16 $702M · 9 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  41. Q2 2016 filed Aug 11, 16 $622M · 10 positions  · 3 new · 1 exited full · Very concentrated 3 new · 1 exited
  42. Q1 2016 filed May 13, 16 $614M · 8 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  43. Q4 2015 filed Feb 12, 16 $536M · 7 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  44. Q3 2015 filed Nov 9, 15 $473M · 7 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  45. Q2 2015 filed Aug 13, 15 $392M · 7 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  46. Q1 2015 filed May 14, 15 $352M · 6 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  47. Q4 2014 filed Feb 11, 15 $281M · 6 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  48. Q3 2014 filed Oct 17, 14 $216M · 5 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  49. Q2 2014 filed Jul 29, 14 $202M · 5 positions  · 1 new · 3 exited full · Very concentrated 1 new · 3 exited
  50. Q1 2014 filed Apr 30, 14 $215M · 7 positions  · 0 new · 3 exited full · Very concentrated 0 new · 3 exited
  51. Q4 2013 filed Jan 13, 14 $300M · 10 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  52. Q3 2013 filed Oct 11, 13 $328M · 9 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  53. Q2 2013 filed Jul 10, 13 $357M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited

People1

  • Stuart McLaughlin · portfolio manager · 2022–Signs the 13F as manager since 2022 (Charles Pollnow signed 2009 to 2021); no public website. Source: EDGAR 13F cover pages