Stockbridge Partners LLC
13F Reported Value
ⓘ$4.1B
Holdings
16
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Stockbridge Partners LLC disclosed 16 positions worth $4.1B in its Form 13F-HR for Q1 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 17.6% of the equity portfolio, followed by $AMZN and $TDG. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $NVDA and a full exit from $VEEV. The portfolio is most concentrated in Technology (40.8% of disclosed assets). All figures are sourced directly from Stockbridge Partners LLC’s Form 13F-HR filing with the SEC under CIK 1505183.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- $727.2M2,151,675 sh
- 74.6#152
Quality
$515.5M2,474,931 sh - 75.4#126
Quality
$503.3M434,281 sh - —
Quality
$398.2M2,451,169 sh - 57.4
Quality
$318.2M564,933 sh - 66.6
Quality
$310.9M1,141,672 sh - 80.2
Quality
$280.8M976,482 sh - 90.2
Quality
$267.2M1,532,118 sh - 84.4
Quality
$196.2M133,271 sh - 83.7
Quality
$194.6M525,737 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $727.2M | 2,151,675 |
 AMAZON COM INC$AMZN | 74.6#152 | $515.5M | 2,474,931 |
 TransDigm Group INC$TDG | 75.4#126 | $503.3M | 434,281 |
 Waste Connections, Inc.$WCN | — | $398.2M | 2,451,169 |
 DEERE & CO$DE | 57.4 | $318.2M | 564,933 |
 Vulcan Materials CO$VMC | 66.6 | $310.9M | 1,141,672 |
 Alphabet Inc.$GOOG | 80.2 | $280.8M | 976,482 |
 NVIDIA CORP$NVDA | 90.2 | $267.2M | 1,532,118 |
 KLA CORP$KLAC | 84.4 | $196.2M | 133,271 |
 MICROSOFT CORP$MSFT | 83.7 | $194.6M | 525,737 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stockbridge Partners LLC's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Technology
$1.7B
Industrials
$942.2M
Consumer Discretionary
$515.5M
Utilities
$398.2M
Materials
$329.8M
Financials
$204.9M
Communication Services
$62.0M
Full Holdings — Stockbridge Partners LLC (Q1 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $727.2M | 17.6% | +1% | — |
| 2 | $AMZN | AMAZON COM INC | $515.5M | 12.4% | +25% | 74.6 |
| 3 | $TDG | TransDigm Group INC | $503.3M | 12.2% | +0% | 75.4 |
| 4 | $WCN | Waste Connections, Inc. | $398.2M | 9.6% | +4% | — |
| 5 | $DE | DEERE & CO | $318.2M | 7.7% | -27% | 57.4 |
| 6 | $VMC | Vulcan Materials CO | $310.9M | 7.5% | -13% | 66.6 |
| 7 | $GOOG | Alphabet Inc. | $280.8M | 6.8% | +6% | 80.2 |
| 8 | $NVDA | NVIDIA CORP | $267.2M | 6.5% | NEW | 90.2 |
| 9 | $KLAC | KLA CORP | $196.2M | 4.7% | -13% | 84.4 |
| 10 | $MSFT | MICROSOFT CORP | $194.6M | 4.7% | -30% | 83.7 |
| 11 |  $ALSN | Allison Transmission Holdings Inc | $120.6M | 2.9% | NEW | 68.5 |
| 12 |  $MA | Mastercard Inc | $102.9M | 2.5% | NEW | 81.7 |
| 13 |  $V | VISA INC. | $101.9M | 2.5% | NEW | 83.5 |
| 14 |  $FWONA | Liberty Media Corp | $62.0M | 1.5% | NEW | 51 |
| 15 |  $GWRE | Guidewire Software, Inc. | $20.4M | 0.5% | -91% | 66.2 |
| 16 |  $MLM | MARTIN MARIETTA MATERIALS INC | $19.0M | 0.5% | NEW | 67.6 |
New Positions (6)
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