greeksoup/ stock research
Stock research / United States / Funds / Stockbridge Partners LLC

Stockbridge Partners LLC

CIK 1505183 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Stockbridge Partners LLC reported 17 US-listed holdings worth $4.75 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (20.8%), TransDigm Group Inc. (12.2%) and Alphabet Inc. (9.4%). Against the quarter before, it opened 3 positions, added to 8, trimmed 5 and sold out of 2.

Reported holdings$4.75B+14.8% on Q1 2026
Positions17+1 on Q1 2026
The largest ten86.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
TSM20.8%TDG12.2%GOOGL9.4%AMZN8.9%DE7.6%FWONK7.2%VMC6.6%NVDA5.5%WCN4.1%V4.0%ALSN3.6%MA3.5%WWD2.4%GWRE2.0%3 more2.3%

The 14 largest of its 17 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $4.98 billion in 13 positions$4.98BQ3 24Q4 2024: $4.71 billion in 12 positions$4.71BQ4 24Q1 2025: $4.52 billion in 12 positions$4.52BQ1 25Q2 2025: $5.11 billion in 12 positions$5.11BQ2 25Q3 2025: $5.17 billion in 14 positions$5.17BQ3 25Q4 2025: $4.54 billion in 13 positions$4.54BQ4 25Q1 2026: $4.14 billion in 16 positions$4.14BQ1 26Q2 2026: $4.75 billion in 17 positions$4.75BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 8Held 1Trimmed 5Sold out 2
Opened: 3Added: 8Held: 1Trimmed: 5Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Woodward, Inc. WWD$115.2 million
  2. Veeva Systems Inc. VEEV$71.8 million
  3. Servicetitan TTAN$13.3 million

Added to 8

  1. Liberty Media Corp. Del FWONK+2.9 million shares · +395%
  2. Alphabet Inc. GOOGL+276,356 shares · +28%
  3. Guidewire Software, Inc. GWRE+623,392 shares · +457%
  4. Visa Inc. V+219,828 shares · +65%
  5. Mastercard Inc. MA+113,948 shares · +55%
  6. Allison Transmission Holdings Inc. ALSN+469,586 shares · +46%
  7. Martin Marietta Materials Inc. MLM+10,237 shares · +32%
  8. Deere & Co. DE+2,523 shares · +0%

Trimmed 5

  1. Waste Connections Inc. WCN-1.3 million shares · -53%
  2. Amazon.com Inc. AMZN-698,782 shares · -28%
  3. NVIDIA Corp. NVDA-236,892 shares · -15%
  4. Taiwan Semiconductor Manufacturing Company Limited TSM-78,751 shares · -4%
  5. Vulcan Materials Co. VMC-75,709 shares · -7%

Sold out of 2

  1. KLA Corp. KLAC$196.2 million last quarter
  2. Microsoft Corp. MSFT$194.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Taiwan Semiconductor Manufacturing Company Limited TSM2,072,924$990.0 million20.83%-78,751
TransDigm Group Inc. TDG434,281$578.5 million12.17%no change
Alphabet Inc. GOOGL1,252,838$447.7 million9.42%+276,356
Amazon.com Inc. AMZN1,776,149$423.3 million8.91%-698,782
Deere & Co. DE567,456$360.0 million7.57%+2,523
Liberty Media Corp. Del FWONK3,613,069$343.7 million7.23%+2,883,475
Vulcan Materials Co. VMC1,065,963$314.5 million6.62%-75,709
NVIDIA Corp. NVDA1,295,226$259.2 million5.45%-236,892
Waste Connections Inc. WCN1,161,217$193.6 million4.07%-1,289,952
Visa Inc. V557,138$191.1 million4.02%+219,828
Allison Transmission Holdings Inc. ALSN1,499,984$169.1 million3.56%+469,586
Mastercard Inc. MA319,922$164.3 million3.46%+113,948
Woodward, Inc. WWD270,673$115.2 million2.42%new
Guidewire Software, Inc. GWRE759,827$93.5 million1.97%+623,392
Veeva Systems Inc. VEEV404,617$71.8 million1.51%new
Martin Marietta Materials Inc. MLM42,450$24.5 million0.52%+10,237
Servicetitan TTAN188,565$13.3 million0.28%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.