Stockbridge Partners
Latest statistics and disclosures from Stockbridge Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDG, TSM, AMZN, MSFT, VMC, and represent 52.81% of Stockbridge Partners's stock portfolio.
- Added to shares of these 4 stocks: KLAC (+$335M), NOW (+$190M), WCN (+$17M), Klarna Group.
- Started 2 new stock positions in KLAC, Klarna Group.
- Reduced shares in these 10 stocks: TMO (-$196M), HLT (-$109M), VEEV (-$76M), GWRE (-$48M), MSFT (-$43M), TSM (-$25M), DE (-$18M), AMZN (-$13M), TDG (-$9.6M), VMC (-$7.1M).
- Stockbridge Partners was a net buyer of stock by $1.0M.
- Stockbridge Partners has $5.2B in assets under management (AUM), dropping by 1.11%.
- Central Index Key (CIK): 0001505183
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Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 14 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 13.4 | $692M | 525k | 1318.02 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.5 | $595M | -4% | 2.1M | 279.29 |
|
| Amazon (AMZN) | 10.3 | $533M | -2% | 2.4M | 219.57 |
|
| Microsoft Corporation (MSFT) | 9.3 | $482M | -8% | 931k | 517.95 |
|
| Vulcan Materials Company (VMC) | 8.3 | $430M | 1.4M | 307.62 |
|
|
| Waste Connections (WCN) | 7.6 | $393M | +4% | 2.2M | 175.80 |
|
| Veeva Sys Cl A Com (VEEV) | 7.5 | $389M | -16% | 1.3M | 297.91 |
|
| Servicenow (NOW) | 7.5 | $386M | +96% | 420k | 920.28 |
|
| Deere & Company (DE) | 7.0 | $365M | -4% | 797k | 457.26 |
|
| Kla Corp Com New (KLAC) | 6.5 | $335M | NEW | 311k | 1078.60 |
|
| Guidewire Software (GWRE) | 4.6 | $239M | -16% | 1.0M | 229.86 |
|
| Hilton Worldwide Holdings (HLT) | 4.4 | $230M | -32% | 887k | 259.44 |
|
| Thermo Fisher Scientific (TMO) | 1.9 | $101M | -66% | 208k | 485.02 |
|
| Klarna Group SHS | 0.1 | $3.0M | NEW | 82k | 36.65 |
|
Past Filings by Stockbridge Partners
SEC 13F filings are viewable for Stockbridge Partners going back to 2010
- Stockbridge Partners 2025 Q3 filed Nov. 14, 2025
- Stockbridge Partners 2025 Q2 filed Aug. 14, 2025
- Stockbridge Partners 2025 Q1 filed May 15, 2025
- Stockbridge Partners 2024 Q4 filed Feb. 14, 2025
- Stockbridge Partners 2024 Q3 filed Nov. 14, 2024
- Stockbridge Partners 2024 Q2 filed Aug. 14, 2024
- Stockbridge Partners 2024 Q1 filed May 15, 2024
- Stockbridge Partners 2023 Q4 filed Feb. 14, 2024
- Stockbridge Partners 2023 Q3 filed Nov. 14, 2023
- Stockbridge Partners 2023 Q2 filed Aug. 14, 2023
- Stockbridge Partners 2023 Q1 filed May 15, 2023
- Stockbridge Partners 2022 Q4 filed Feb. 14, 2023
- Stockbridge Partners 2022 Q3 filed Nov. 14, 2022
- Stockbridge Partners 2022 Q2 filed Aug. 15, 2022
- Stockbridge Partners 2022 Q1 filed May 13, 2022
- Stockbridge Partners 2021 Q4 filed Feb. 14, 2022