Stockbridge Partners LLC
13F Reported Value
ⓘ$4.8B
Holdings
17
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Stockbridge Partners LLC disclosed 17 positions worth $4.8B in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 20.8% of the equity portfolio, followed by $TDG and $GOOG. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $WWD and a full exit from $KLAC. The portfolio is most concentrated in Technology (41.9% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $990.0M2,072,924 sh
- 68.0#333
Quality
$578.5M434,281 sh - 78.2#57
Quality
$447.7M1,252,838 sh - 68.7
Quality
$423.3M1,776,149 sh - 55.4
Quality
$360.0M567,456 sh - 63.2
Quality
$343.7M3,613,069 sh - 63.5
Quality
$314.5M1,065,963 sh - 85.9
Quality
$259.2M1,295,226 sh - 68.2
Quality
$193.6M1,161,217 sh - 82.9
Quality
$191.1M557,138 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $990.0M | 2,072,924 |
 TransDigm Group INC$TDG | 68.0#333 | $578.5M | 434,281 |
 Alphabet Inc.$GOOG | 78.2#57 | $447.7M | 1,252,838 |
 AMAZON COM INC$AMZN | 68.7 | $423.3M | 1,776,149 |
 DEERE & CO$DE | 55.4 | $360.0M | 567,456 |
 Liberty Media Corp$FWONA | 63.2 | $343.7M | 3,613,069 |
 Vulcan Materials CO$VMC | 63.5 | $314.5M | 1,065,963 |
 NVIDIA CORP$NVDA | 85.9 | $259.2M | 1,295,226 |
 Waste Connections, Inc.$WCN | 68.2 | $193.6M | 1,161,217 |
 VISA INC.$V | 82.9 | $191.1M | 557,138 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stockbridge Partners LLC's 17 positions.
Showing top 10 of 17 holdings.
Sector Allocation
Technology
$2.0B
Industrials
$1.1B
Consumer Discretionary
$423.3M
Financials
$355.5M
Communication Services
$343.7M
Materials
$339.0M
Utilities
$193.6M
Full Holdings — Stockbridge Partners LLC (Q2 2026)
All 17 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 | $990.0M | 20.8% | -4% | — |
| 2 | $TDG | TransDigm Group INC | $578.5M | 12.2% | +0% | 68 |
| 3 | $GOOG | Alphabet Inc. | $447.7M | 9.4% | +28% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $423.3M | 8.9% | -28% | 68.7 |
| 5 | $DE | DEERE & CO | $360.0M | 7.6% | +0% | 55.4 |
| 6 | $FWONA | Liberty Media Corp | $343.7M | 7.2% | +395% | 63.2 |
| 7 | $VMC | Vulcan Materials CO | $314.5M | 6.6% | -7% | 63.5 |
| 8 | $NVDA | NVIDIA CORP | $259.2M | 5.5% | -15% | 85.9 |
| 9 | $WCN | Waste Connections, Inc. | $193.6M | 4.1% | -53% | 68.2 |
| 10 | $V | VISA INC. | $191.1M | 4.0% | +65% | 82.9 |
| 11 |  $ALSN | Allison Transmission Holdings Inc | $169.1M | 3.6% | +46% | 66.8 |
| 12 |  $MA | Mastercard Inc | $164.3M | 3.5% | +55% | 85.1 |
| 13 |  $WWD | Woodward, Inc. | $115.2M | 2.4% | NEW | 67.3 |
| 14 |  $GWRE | Guidewire Software, Inc. | $93.5M | 2.0% | +457% | 67.3 |
| 15 |  $VEEV | VEEVA SYSTEMS INC | $71.8M | 1.5% | NEW | 77.6 |
| 16 |  $MLM | MARTIN MARIETTA MATERIALS INC | $24.5M | 0.5% | +32% | 62.9 |
| 17 |  $TTAN | ServiceTitan, Inc. | $13.3M | 0.3% | NEW | 49.2 |
New Positions (3)
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