Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Stuart McLaughlin
Triple Frond Partners LLC
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $1,1 Mrd.
Größte Position Asml Hldg Nv
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +21,20 %
Gesamtrendite · 3 Jahre +87,94 %
Gesamtrendite · 5 Jahre +58,99 %
13 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 ASMLAsml Hldg Nv | 21,11% | $236.578.000 | 118.917 | – | BUY Q1 · 2026+11,4% · 12 Tsd. Stk. | $1.747,90 | |
 TDGTransdigm Group Inc | 12,67% | $141.921.000 | 106.544 | – | BUY Q1 · 2026+2,6% · 3 Tsd. Stk. | $1.112,42 | |
 MSFTMicrosoft Corp | 11,74% | $131.491.000 | 352.504 | – | SOLD Q4 · 2025-8,5% · 33 Tsd. Stk. | $498,00 | |
 AMZNAmazon Com Inc | 9,20% | $103.063.000 | 432.420 | SOLD Q2 · 2026-9,6% · 46 Tsd. Stk. | ← | $254,98 | |
 GOOGAlphabet Inc | 9,19% | $103.011.000 | 291.544 | SOLD Q2 · 2026-17,5% · 62 Tsd. Stk. | ← | $347,41 | |
 MAMastercard Incorporated | 8,04% | $90.122.000 | 175.472 | – | BUY Q1 · 2026– · 175 Tsd. Stk. | $555,89 | |
 METAMeta Platforms Inc | 5,91% | $66.259.000 | 117.628 | – | BUY Q1 · 2026+20,8% · 20 Tsd. Stk. | $736,60 | |
N/A TRUTransunion | 5,27% | $58.998.000 | 817.828 | – | BUY Q1 · 2026+48,4% · 267 Tsd. Stk. | $71,87 | |
 DASHDoordash Inc | 4,94% | $55.404.000 | 300.246 | NEW Q2 · 2026300 Tsd. Stk. | – | $192,21 | |
 SPGIS&P Global Inc | 4,24% | $47.527.000 | 116.700 | NEW Q2 · 2026117 Tsd. Stk. | ← | $402,44 | |
 LYVLive Nation Entertainment In | 3,24% | $36.304.000 | 198.262 | SOLD Q2 · 2026-15,5% · 37 Tsd. Stk. | ← | $169,84 | |
N/A CCCCcc Intelligent Solutions Hl | 2,49% | $27.931.000 | 5.413.036 | – | BUY Q1 · 2026+12,7% · 608 Tsd. Stk. | $6,57 | |
 CHTRCharter Communications Inc N | 1,95% | $21.861.000 | 153.725 | – | SOLD Q4 · 2025-4,2% · 7 Tsd. Stk. | $117,26 | |
 ILMNIllumina Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 306 Tsd. Stk. | ← | $247,46 |
