Stockbridge Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.14B
Q ending 2026-03-31
Prior quarter
$4.54B
Q ending 2025-12-31
Change
-8.9% QoQ · -8.4% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $727.2M | 2.2M |
| Amazon Com Inc | AMZN | Shares | $515.5M | 2.5M |
| Transdigm Group Inc | TDG | Shares | $503.3M | 434K |
| Waste Connections Inc | WCN | Shares | $398.2M | 2.5M |
| Deere & Co | DE | Shares | $318.2M | 565K |
| Vulcan Matls Co | VMC | Shares | $310.9M | 1.1M |
| Alphabet Inc | GOOGL | Shares | $280.8M | 976K |
| Nvidia Corporation | NVDA | Shares | $267.2M | 1.5M |
| Kla Corp | KLAC | Shares | $196.2M | 133K |
| Microsoft Corp | MSFT | Shares | $194.6M | 526K |
| Allison Transmission Hldgs I | ALSN | Shares | $120.6M | 1.0M |
| Mastercard Incorporated | MA | Shares | $102.9M | 206K |
| Visa Inc | V | Shares | $101.9M | 337K |
| Liberty Media Corp Del | FWONK | Shares | $62.0M | 730K |
| Guidewire Software Inc | GWRE | Shares | $20.4M | 136K |
| Martin Marietta Matls Inc | MLM | Shares | $19.0M | 32K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.