Stockbridge Partners as of Dec. 31, 2025
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 14.2 | $645M | 2.1M | 303.89 | |
| TransDigm Group Incorporated (TDG) | 12.7 | $578M | 434k | 1329.85 | |
| Amazon (AMZN) | 10.0 | $456M | 2.0M | 230.82 | |
| Waste Connections (WCN) | 9.1 | $415M | 2.4M | 175.36 | |
| Vulcan Materials Company (VMC) | 8.3 | $376M | 1.3M | 285.22 | |
| Deere & Company (DE) | 8.0 | $362M | 778k | 465.57 | |
| Microsoft Corporation (MSFT) | 8.0 | $362M | 749k | 483.62 | |
| Veeva Sys Cl A Com (VEEV) | 6.4 | $291M | 1.3M | 223.23 | |
| Servicenow (NOW) | 6.4 | $291M | 1.9M | 153.19 | |
| Guidewire Software (GWRE) | 6.4 | $291M | 1.4M | 201.01 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $290M | 925k | 313.00 | |
| Kla Corp Com New (KLAC) | 4.1 | $186M | 153k | 1215.08 | |
| Klarna Group SHS (KLAR) | 0.1 | $2.4M | 82k | 28.91 |
