Stockbridge Partners
Latest statistics and disclosures from Stockbridge Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AMZN, TDG, WCN, DE, and represent 59.49% of Stockbridge Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$267M), ALSN (+$121M), AMZN (+$104M), MA (+$103M), V (+$102M), FWONK (+$62M), MLM (+$19M), GOOGL (+$15M), WCN (+$14M), TSM (+$10M).
- Started 6 new stock positions in MA, FWONK, MLM, ALSN, V, NVDA.
- Reduced shares in these 8 stocks: VEEV (-$291M), , GWRE (-$196M), DE (-$120M), MSFT (-$83M), VMC (-$48M), KLAC (-$29M), KLAR.
- Sold out of its positions in NOW, VEEV, KLAR.
- Stockbridge Partners was a net seller of stock by $-243M.
- Stockbridge Partners has $4.1B in assets under management (AUM), dropping by -8.90%.
- Central Index Key (CIK): 0001505183
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Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 17.6 | $727M | 2.2M | 337.95 |
|
|
| Amazon (AMZN) | 12.5 | $516M | +25% | 2.5M | 208.27 |
|
| TransDigm Group Incorporated (TDG) | 12.2 | $503M | 434k | 1158.96 |
|
|
| Waste Connections (WCN) | 9.6 | $398M | +3% | 2.5M | 162.44 |
|
| Deere & Company (DE) | 7.7 | $318M | -27% | 565k | 563.30 |
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| Vulcan Materials Company (VMC) | 7.5 | $311M | -13% | 1.1M | 272.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $281M | +5% | 977k | 287.56 |
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| NVIDIA Corporation (NVDA) | 6.5 | $267M | NEW | 1.5M | 174.40 |
|
| Kla Corp Com New (KLAC) | 4.7 | $196M | -12% | 133k | 1472.41 |
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| Microsoft Corporation (MSFT) | 4.7 | $195M | -29% | 526k | 370.17 |
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| Allison Transmission Hldngs I (ALSN) | 2.9 | $121M | NEW | 1.0M | 117.06 |
|
| Mastercard Incorporated Cl A (MA) | 2.5 | $103M | NEW | 206k | 499.66 |
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| Visa Com Cl A (V) | 2.5 | $102M | NEW | 337k | 302.24 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.5 | $62M | NEW | 730k | 85.02 |
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| Guidewire Software (GWRE) | 0.5 | $20M | -90% | 136k | 149.56 |
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| Martin Marietta Materials (MLM) | 0.5 | $19M | NEW | 32k | 588.68 |
|
Past Filings by Stockbridge Partners
SEC 13F filings are viewable for Stockbridge Partners going back to 2010
- 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
- Stockbridge Partners 2022 Q2 filed Aug. 15, 2022