Stockbridge Partners as of Sept. 30, 2025
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 14 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 13.4 | $692M | 525k | 1318.02 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.5 | $595M | 2.1M | 279.29 | |
| Amazon (AMZN) | 10.3 | $533M | 2.4M | 219.57 | |
| Microsoft Corporation (MSFT) | 9.3 | $482M | 931k | 517.95 | |
| Vulcan Materials Company (VMC) | 8.3 | $430M | 1.4M | 307.62 | |
| Waste Connections (WCN) | 7.6 | $393M | 2.2M | 175.80 | |
| Veeva Sys Cl A Com (VEEV) | 7.5 | $389M | 1.3M | 297.91 | |
| Servicenow (NOW) | 7.5 | $386M | 420k | 920.28 | |
| Deere & Company (DE) | 7.0 | $365M | 797k | 457.26 | |
| Kla Corp Com New (KLAC) | 6.5 | $335M | 311k | 1078.60 | |
| Guidewire Software (GWRE) | 4.6 | $239M | 1.0M | 229.86 | |
| Hilton Worldwide Holdings (HLT) | 4.4 | $230M | 887k | 259.44 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $101M | 208k | 485.02 | |
| Klarna Group SHS | 0.1 | $3.0M | 82k | 36.65 |
