Stockbridge Partners
$4.1B Assets Reported
19 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2,151,675 | $727M | 17.6% |
| AMZN | AMAZON COM INC | 2,474,931 | $515M | 12.5% |
| TDG | TRANSDIGM GROUP INC | 434,281 | $503M | 12.2% |
| WCN | WASTE CONNECTIONS INC | 2,451,169 | $398M | 9.6% |
| DE | DEERE & CO | 564,933 | $318M | 7.7% |
| VMC | VULCAN MATLS CO | 1,141,672 | $311M | 7.5% |
| GOOGL | ALPHABET INC | 976,482 | $281M | 6.8% |
| NVDA | NVIDIA CORPORATION | 1,532,118 | $267M | 6.5% |
| KLAC | KLA CORP | 133,271 | $196M | 4.7% |
| MSFT | MICROSOFT CORP | 525,737 | $195M | 4.7% |
Track Stockbridge Partners's 13F portfolio: $4.1B in reported holdings, 19 positions. Top holdings, AUM, and quarterly changes on SentiSense.