Triple Frond 合伙 2026Q1 13F 持仓
Triple Frond Partners 斯图尔特·麦克劳克林 组合详情。
组合市值：$962,895,000；当前持仓：12；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | ASML | 阿斯麦 | $157,069,000 | 118917 | 16.31% | 持有 |
| 2 | MSFT | 微软 | $130,486,000 | 352504 | 13.55% | 持有 |
| 3 | TDG | TransDigm Group, Inc. | $123,480,000 | 106544 | 12.82% | 持有 |
| 4 | GOOG | 谷歌C | $101,393,000 | 353459 | 10.53% | 持有 |
| 5 | AMZN | 亚马逊 | $99,664,000 | 478534 | 10.35% | 持有 |
| 6 | MA | 万事达卡 | $87,676,000 | 175472 | 9.11% | 新增 |
| 7 | META | Meta Platforms, Inc. | $67,299,000 | 117628 | 6.99% | 持有 |
| 8 | TRU | TransUnion | $56,586,000 | 817828 | 5.88% | 持有 |
| 9 | ILMN | Illumina, Inc. | $37,774,000 | 306460 | 3.92% | 持有 |
| 10 | LYV | Live Nation Entertainment, Inc. | $35,804,000 | 234765 | 3.72% | 持有 |
| 11 | CHTR | 特许通讯 | $33,186,000 | 153725 | 3.45% | 持有 |
| 12 | CCCS | CCC Intelligent Solutions Holdings, Inc. | $32,478,000 | 5413036 | 3.37% | 持有 |
清仓股票
- LRCX - 拉姆研究