Stockbridge Partners
Latest statistics and disclosures from Stockbridge Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, TDG, GOOGL, AMZN, DE, and represent 58.90% of Stockbridge Partners's stock portfolio.
- Added to shares of these 10 stocks: FWONK (+$274M), WWD (+$115M), GOOGL (+$99M), GWRE (+$77M), V (+$75M), VEEV (+$72M), MA (+$59M), ALSN (+$53M), TTAN (+$13M), MLM (+$5.9M).
- Started 3 new stock positions in TTAN, WWD, VEEV.
- Reduced shares in these 7 stocks: WCN (-$215M), KLAC (-$196M), MSFT (-$195M), AMZN (-$167M), NVDA (-$47M), TSM (-$38M), VMC (-$22M).
- Sold out of its positions in KLAC, MSFT.
- Stockbridge Partners was a net seller of stock by $-35M.
- Stockbridge Partners has $4.8B in assets under management (AUM), dropping by 14.84%.
- Central Index Key (CIK): 0001505183
Tip: Access up to 7 years of quarterly data
Positions held by Stockbridge Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 20.8 | $990M | -3% | 2.1M | 477.57 |
|
| TransDigm Group Incorporated (TDG) | 12.2 | $579M | 434k | 1332.04 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $448M | +28% | 1.3M | 357.37 |
|
| Amazon (AMZN) | 8.9 | $423M | -28% | 1.8M | 238.34 |
|
| Deere & Company (DE) | 7.6 | $360M | 568k | 634.33 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.2 | $344M | +395% | 3.6M | 95.14 |
|
| Vulcan Materials Company (VMC) | 6.6 | $315M | -6% | 1.1M | 295.01 |
|
| NVIDIA Corporation (NVDA) | 5.5 | $259M | -15% | 1.3M | 200.09 |
|
| Waste Connections (WCN) | 4.1 | $194M | -52% | 1.2M | 166.69 |
|
| Visa Com Cl A (V) | 4.0 | $191M | +65% | 557k | 343.09 |
|
| Allison Transmission Hldngs I (ALSN) | 3.6 | $169M | +45% | 1.5M | 112.74 |
|
| Mastercard Incorporated Cl A (MA) | 3.5 | $164M | +55% | 320k | 513.60 |
|
| Woodward Governor Company (WWD) | 2.4 | $115M | NEW | 271k | 425.44 |
|
| Guidewire Software (GWRE) | 2.0 | $94M | +456% | 760k | 123.05 |
|
| Veeva Sys Cl A Com (VEEV) | 1.5 | $72M | NEW | 405k | 177.47 |
|
| Martin Marietta Materials (MLM) | 0.5 | $25M | +31% | 43k | 576.70 |
|
| Servicetitan Shs Cl A (TTAN) | 0.3 | $13M | NEW | 189k | 70.71 |
|
Past Filings by Stockbridge Partners
SEC 13F filings are viewable for Stockbridge Partners going back to 2010
- Stockbridge Partners 2026 Q2 filed Aug. 14, 2026
- Stockbridge Partners 2026 Q1 filed May 15, 2026
- 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