Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stockbridge Partners LLC (CIK 1505183) reported $4.14B across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($727.2M, 17.57%), AMZN ($515.5M, 12.45%), TDG ($503.3M, 12.16%), WCN ($398.2M, 9.62%), DE ($318.2M, 7.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $727.2M | 17.57% | 2.2M | Added |
| 2 | AMZN | AMAZON COM INC | $515.5M | 12.45% | 2.5M | Added |
| 3 | TDG | TRANSDIGM GROUP INC | $503.3M | 12.16% | 434,281 | Added |
| 4 | WCN | WASTE CONNECTIONS INC | $398.2M | 9.62% | 2.5M | Added |
| 5 | DE | DEERE & CO | $318.2M | 7.69% | 564,933 | Trimmed |
| 6 | VMC | VULCAN MATLS CO | $310.9M | 7.51% | 1.1M | Trimmed |
| 7 | GOOGL | ALPHABET INC | $280.8M | 6.78% | 976,482 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $267.2M | 6.46% | 1.5M | New |
| 9 | KLAC | KLA CORP | $196.2M | 4.74% | 133,271 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $194.6M | 4.70% | 525,737 | Trimmed |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS I | $120.6M | 2.91% | 1.0M | New |
| 12 | MA | MASTERCARD INCORPORATED | $102.9M | 2.49% | 205,974 | New |
| 13 | V | VISA INC | $101.9M | 2.46% | 337,310 | New |
| 14 | FWONK | LIBERTY MEDIA CORP DEL | $62.0M | 1.50% | 729,594 | New |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | $20.4M | 0.49% | 136,435 | Trimmed |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $19.0M | 0.46% | 32,213 | New |
| 17 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | Exited |
| 18 | VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | Exited |
| 19 | KLARNA GROUP PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31