Stockbridge Partners as of March 31, 2026
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 | 2.5M | 208.27 | |
| TransDigm Group Incorporated (TDG) | 12.2 | $503M | 434k | 1158.96 | |
| Waste Connections (WCN) | 9.6 | $398M | 2.5M | 162.44 | |
| Deere & Company (DE) | 7.7 | $318M | 565k | 563.30 | |
| Vulcan Materials Company (VMC) | 7.5 | $311M | 1.1M | 272.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $281M | 977k | 287.56 | |
| NVIDIA Corporation (NVDA) | 6.5 | $267M | 1.5M | 174.40 | |
| Kla Corp Com New (KLAC) | 4.7 | $196M | 133k | 1472.41 | |
| Microsoft Corporation (MSFT) | 4.7 | $195M | 526k | 370.17 | |
| Allison Transmission Hldngs I (ALSN) | 2.9 | $121M | 1.0M | 117.06 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $103M | 206k | 499.66 | |
| Visa Com Cl A (V) | 2.5 | $102M | 337k | 302.24 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.5 | $62M | 730k | 85.02 | |
| Guidewire Software (GWRE) | 0.5 | $20M | 136k | 149.56 | |
| Martin Marietta Materials (MLM) | 0.5 | $19M | 32k | 588.68 |
