Stockbridge Partners as of June 30, 2025
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 15.8 | $810M | 533k | 1520.64 | |
| Amazon (AMZN) | 10.7 | $545M | 2.5M | 219.39 | |
| Microsoft Corporation (MSFT) | 9.9 | $505M | 1.0M | 497.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.8 | $502M | 2.2M | 226.49 | |
| Veeva Sys Cl A Com (VEEV) | 8.8 | $450M | 1.6M | 287.98 | |
| Deere & Company (DE) | 8.3 | $425M | 836k | 508.49 | |
| Waste Connections (WCN) | 7.8 | $399M | 2.1M | 186.72 | |
| Vulcan Materials Company (VMC) | 7.2 | $370M | 1.4M | 260.82 | |
| Hilton Worldwide Holdings (HLT) | 6.8 | $348M | 1.3M | 266.34 | |
| Guidewire Software (GWRE) | 5.7 | $294M | 1.2M | 235.45 | |
| Thermo Fisher Scientific (TMO) | 4.9 | $248M | 612k | 405.46 | |
| Servicenow (NOW) | 4.3 | $219M | 213k | 1028.08 |
