Stockbridge Partners LLC 13F Holdings · Q2 2026
Stockbridge Partners LLC reported 17 securities worth $4.75B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (20.83%), TDG (12.17%), GOOGL (9.42%). Among its top 25 positions this quarter: 3 new, 8 added, 5 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $990.0M | 20.83% | 2.1M | Trimmed |
| 2 | TDG | TRANSDIGM GROUP INC | $578.5M | 12.17% | 434,281 | Hold |
| 3 | GOOGL | ALPHABET INC | $447.7M | 9.42% | 1.3M | Added |
| 4 | AMZN | AMAZON COM INC | $423.3M | 8.91% | 1.8M | Trimmed |
| 5 | DE | DEERE & CO | $360.0M | 7.57% | 567,456 | Added |
| 6 | FWONK | LIBERTY MEDIA CORP DEL | $343.7M | 7.23% | 3.6M | Added |
| 7 | VMC | VULCAN MATLS CO | $314.5M | 6.62% | 1.1M | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $259.2M | 5.45% | 1.3M | Trimmed |
| 9 | WCN | WASTE CONNECTIONS INC | $193.6M | 4.07% | 1.2M | Trimmed |
| 10 | V | VISA INC | $191.1M | 4.02% | 557,138 | Added |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS I | $169.1M | 3.56% | 1.5M | Added |
| 12 | MA | MASTERCARD INCORPORATED | $164.3M | 3.46% | 319,922 | Added |
| 13 | WWD | WOODWARD INC | $115.2M | 2.42% | 270,673 | New |
| 14 | GWRE | GUIDEWIRE SOFTWARE INC | $93.5M | 1.97% | 759,827 | Added |
| 15 | VEEV | VEEVA SYS INC | $71.8M | 1.51% | 404,617 | New |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $24.5M | 0.52% | 42,450 | Added |
| 17 | TTAN | SERVICETITAN INC | $13.3M | 0.28% | 188,565 | New |
| 18 | KLAC | KLA CORP | $0 | 0.00% | 0 | Exited |
| 19 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR