Stockbridge Partners LLC 13F Holdings
CIK 0001505183 · BOSTON, MA
As of Sep 30, 2025, Stockbridge Partners LLC reported 14 positions worth $5.2B in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TRANSDIGM GROUP INC | TDG | Industrials | 525,233 | $692.3M | 13.39% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 2,128,453 | $594.5M | 11.49% |
| AMAZON.COM INC | AMZN | Equity | 2,426,541 | $532.8M | 10.30% |
| MICROSOFT CORP | MSFT | Technology | 930,812 | $482.1M | 9.32% |
| VULCAN MATERIALS CO | VMC | Basic Materials | 1,396,525 | $429.6M | 8.31% |
| WASTE CONNECTIONS INC | WCN | Industrials | 2,234,527 | $392.8M | 7.60% |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 1,306,224 | $389.1M | 7.52% |
| SERVICENOW INC | NOW | Technology | 419,795 | $386.3M | 7.47% |
| DEERE & CO | DE | Industrials | 797,359 | $364.6M | 7.05% |
| KLA CORP | KLAC | Technology | 310,675 | $335.1M | 6.48% |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 1,039,356 | $238.9M | 4.62% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 886,951 | $230.1M | 4.45% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 207,584 |