Stockbridge Partners as of June 30, 2026
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 20.8 | $990M | 2.1M | 477.57 | |
| TransDigm Group Incorporated (TDG) | 12.2 | $579M | 434k | 1332.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $448M | 1.3M | 357.37 | |
| Amazon (AMZN) | 8.9 | $423M | 1.8M | 238.34 | |
| Deere & Company (DE) | 7.6 | $360M | 568k | 634.33 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.2 | $344M | 3.6M | 95.14 | |
| Vulcan Materials Company (VMC) | 6.6 | $315M | 1.1M | 295.01 | |
| NVIDIA Corporation (NVDA) | 5.5 | $259M | 1.3M | 200.09 | |
| Waste Connections (WCN) | 4.1 | $194M | 1.2M | 166.69 | |
| Visa Com Cl A (V) | 4.0 | $191M | 557k | 343.09 | |
| Allison Transmission Hldngs I (ALSN) | 3.6 | $169M | 1.5M | 112.74 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $164M | 320k | 513.60 | |
| Woodward Governor Company (WWD) | 2.4 | $115M | 271k | 425.44 | |
| Guidewire Software (GWRE) | 2.0 | $94M | 760k | 123.05 | |
| Veeva Sys Cl A Com (VEEV) | 1.5 | $72M | 405k | 177.47 | |
| Martin Marietta Materials (MLM) | 0.5 | $25M | 43k | 576.70 | |
| Servicetitan Shs Cl A (TTAN) | 0.3 | $13M | 189k | 70.71 |
