Stockbridge Partners as of March 31, 2025
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 17.7 | $800M | 578k | 1383.29 | |
| Amazon (AMZN) | 12.1 | $545M | 2.9M | 190.26 | |
| Deere & Company (DE) | 9.2 | $415M | 883k | 469.35 | |
| Waste Connections (WCN) | 9.2 | $414M | 2.1M | 195.19 | |
| Microsoft Corporation (MSFT) | 8.8 | $398M | 1.1M | 375.39 | |
| Guidewire Software (GWRE) | 7.3 | $328M | 1.8M | 187.36 | |
| Hilton Worldwide Holdings (HLT) | 7.3 | $328M | 1.4M | 227.55 | |
| Vulcan Materials Company (VMC) | 7.2 | $326M | 1.4M | 233.30 | |
| Veeva Sys Cl A Com (VEEV) | 7.2 | $326M | 1.4M | 231.63 | |
| Thermo Fisher Scientific (TMO) | 7.1 | $322M | 647k | 497.60 | |
| Servicenow (NOW) | 3.5 | $160M | 201k | 796.14 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $156M | 942k | 166.00 |
