Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 12
- 0 vs. Q1 2025
- Portfolio value
- $5.11B
- +$596.8M (+13.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 532,551 | $809.8M | 15.8% | −45,700−7.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,483,249 | $544.8M | 10.7% | −383,180−13.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,014,172 | $504.5M | 9.9% | −46,748−4.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,218,034 | $502.4M | 9.8% | +1,276,373+135.5% | Added | History |
| VEEVVeeva Systems Inc | Stock | 1,561,284 | $449.6M | 8.8% | +155,752+11.1% | Added | History |
| DEDeere & Co | Stock | 835,657 | $424.9M | 8.3% | −47,760−5.4% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 2,137,774 | $399.2M | 7.8% | +14,465+0.7% | Added | History |
| VMCVulcan Materials CO | COM | 1,419,652 | $370.3M | 7.2% | +24,157+1.7% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,307,393 | $348.2M | 6.8% | −132,996−9.2% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 1,248,122 | $293.9M | 5.7% | −502,946−28.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 611,951 | $248.1M | 4.9% | −35,358−5.5% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 213,317 | $219.3M | 4.3% | +12,177+6.1% | Added | History |