Holders — by stockHoldings — by fund
Stockbridge Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001505183
$4.75B
disclosed book value
17
positions
20.8%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2.1M | $990.0M | 20.8% |
| 2 | TDGTRANSDIGM GROUP INC | 434,281 | $578.5M | 12.2% |
| 3 | GOOGLALPHABET INC | 1.3M | $447.7M | 9.4% |
| 4 | AMZNAMAZON COM INC | 1.8M | $423.3M | 8.9% |
| 5 | DEDEERE & CO | 567,456 | $360.0M | 7.6% |
| 6 | FWONKLIBERTY MEDIA CORP DEL | 3.6M | $343.7M | 7.2% |
| 7 | VMCVULCAN MATLS CO | 1.1M | $314.5M | 6.6% |
| 8 | NVDANVIDIA CORPORATION | 1.3M | $259.2M | 5.5% |
| 9 | WCNWASTE CONNECTIONS INC | 1.2M | $193.6M | 4.1% |
| 10 | VVISA INC | 557,138 | $191.1M | 4% |
| 11 | ALSNALLISON TRANSMISSION HLDGS I | 1.5M | $169.1M | 3.6% |
| 12 | MAMASTERCARD INCORPORATED | 319,922 | $164.3M | 3.5% |
| 13 | WWDWOODWARD INC | 270,673 | $115.2M | 2.4% |
| 14 | GWREGUIDEWIRE SOFTWARE INC | 759,827 | $93.5M | 2% |
| 15 | VEEVVEEVA SYS INC | 404,617 | $71.8M | 1.5% |
| 16 | MLMMARTIN MARIETTA MATLS INC | 42,450 | $24.5M | 0.5% |
| 17 | TTANSERVICETITAN INC | 188,565 | $13.3M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.