Stockbridge Partners
Latest statistics and disclosures from Stockbridge Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, TDG, AMZN, WCN, VMC, and represent 54.34% of Stockbridge Partners's stock portfolio.
- Added to shares of these 4 stocks: GOOGL (+$290M), NOW (+$226M), GWRE (+$82M), WCN (+$23M).
- Started 1 new stock position in GOOGL.
- Reduced shares in these 10 stocks: HLT (-$230M), KLAC (-$192M), TDG (-$121M), AMZN (-$104M), TMO (-$101M), MSFT (-$88M), VMC (-$23M), DE (-$8.9M), TSM, VEEV.
- Sold out of its positions in HLT, TMO.
- Stockbridge Partners was a net seller of stock by $-249M.
- Stockbridge Partners has $4.5B in assets under management (AUM), dropping by -12.16%.
- Central Index Key (CIK): 0001505183
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Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 14.2 | $645M | 2.1M | 303.89 |
|
|
| TransDigm Group Incorporated (TDG) | 12.7 | $578M | -17% | 434k | 1329.85 |
|
| Amazon (AMZN) | 10.0 | $456M | -18% | 2.0M | 230.82 |
|
| Waste Connections (WCN) | 9.1 | $415M | +5% | 2.4M | 175.36 |
|
| Vulcan Materials Company (VMC) | 8.3 | $376M | -5% | 1.3M | 285.22 |
|
| Deere & Company (DE) | 8.0 | $362M | -2% | 778k | 465.57 |
|
| Microsoft Corporation (MSFT) | 8.0 | $362M | -19% | 749k | 483.62 |
|
| Veeva Sys Cl A Com (VEEV) | 6.4 | $291M | 1.3M | 223.23 |
|
|
| Servicenow (NOW) | 6.4 | $291M | +352% | 1.9M | 153.19 |
|
| Guidewire Software (GWRE) | 6.4 | $291M | +39% | 1.4M | 201.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $290M | NEW | 925k | 313.00 |
|
| Kla Corp Com New (KLAC) | 4.1 | $186M | -50% | 153k | 1215.08 |
|
| Klarna Group SHS (KLAR) | 0.1 | $2.4M | 82k | 28.91 |
|
Past Filings by Stockbridge Partners
SEC 13F filings are viewable for Stockbridge Partners going back to 2010
- Stockbridge Partners 2025 Q4 filed Feb. 17, 2026
- 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