Stockbridge Partners LLC
CIK 1505183 · View on SEC EDGAR ↗
- Portfolio value
- $4.8B
- Positions
- 17
- As of
- June 30, 2026
Portfolio value QoQ: +14.8% 13F does not disclose cash
- Top 10 holdings weight
- 86.29%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 15
- Effective number of positions
- 10.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 18.99% Est. buys $844,489,171 · sells $879,755,167
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 68.0% still held
- New positions
- 3
- Increased
- 8
- Decreased
- 5
- Closed
- 2
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +13.8% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 17 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $989,966,315 | 20.83% | 2,072,924 | $262,807,749 | Down ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $578,479,663 | 12.17% | 434,281 | $75,165,355 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $447,726,716 | 9.42% | 1,252,838 | $166,929,552 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $423,327,353 | 8.91% | 1,776,149 | $-92,126,526 | Down ×1 | ||
| DE Deere & Company Common Stock | $359,954,364 | 7.57% | 567,456 | $41,727,605 | Up ×1 | ||
| FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock | $343,747,385 | 7.23% | 3,613,069 | $281,717,303 | Up ×1 | ||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $314,469,745 | 6.62% | 1,065,963 | $3,592,459 | Down ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $259,161,770 | 5.45% | 1,295,226 | $-8,039,609 | Down ×1 | ||
| WCN Waste Connections, Inc. Common Shares | $193,563,262 | 4.07% | 1,161,217 | $-204,604,630 | Down ×1 | ||
| V Visa Inc. | $191,148,476 | 4.02% | 557,138 | $89,199,902 | Up ×1 | ||
| ALSN Allison Transmission Holdings, Inc. Common Stock | $169,108,196 | 3.56% | 1,499,984 | $48,489,806 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $164,311,939 | 3.46% | 319,922 | $61,394,970 | Up ×1 | ||
| WWD Woodward, Inc. - Common Stock | $115,155,121 | 2.42% | 270,673 | Up ×1 | |||
| GWRE Guidewire Software, Inc. Common Stock | $93,496,712 | 1.97% | 759,827 | $73,091,493 | Up ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $71,807,379 | 1.51% | 404,617 | ||||
| MLM Martin Marietta Materials, Inc. Common Stock | $24,480,915 | 0.52% | 42,450 | $5,517,766 | Up ×1 | ||
| TTAN ServiceTitan, Inc. - Class A Common Stock | $13,333,431 | 0.28% | 188,565 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| TSM | Trimmed | -79K | +$262.8M |
| WCN | Trimmed | -1.3M | -$204.6M |
| GOOGL | Bought more | +276K | +$166.9M |
| AMZN | Trimmed | -699K | -$92.1M |
| V | Bought more | +220K | +$89.2M |
| TDG | Price move only | +0 | +$75.2M |
| GWRE | Bought more | +623K | +$73.1M |
| MA | Bought more | +114K | +$61.4M |
| ALSN | Bought more | +470K | +$48.5M |
| DE | Bought more | +3K | +$41.7M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VEEV | March 31, 2026 | 1,302,898 | $290,845,921 | 43.4% |
| NOW | March 31, 2026 | 1,897,705 | $290,709,429 | 24.0% |
| HLT | Dec. 31, 2025 | 886,951 | $230,110,567 | 15.8% |
| NYT | March 31, 2025 | 4,386,211 | $228,302,283 | 33.1% |
| KLAC | June 30, 2026 | 133,271 | $196,229,553 | -38.3% |
| MSFT | June 30, 2026 | 525,737 | $194,612,065 | 29.5% |
| LBRDK | March 31, 2025 | 1,866,717 | $139,555,763 | -54.8% |
| TMO | Dec. 31, 2025 | 207,584 | $100,682,392 | 6.9% |
| KLAR | March 31, 2026 | 82,119 | $2,374,060 | 9.8% |