Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 14
- +2 vs. Q2 2025
- Portfolio value
- $5.17B
- +$57.0M (+1.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 525,233 | $692.3M | 13.4% | −7,318−1.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,128,453 | $594.5M | 11.5% | −89,581−4.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,426,541 | $532.8M | 10.3% | −56,708−2.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 930,812 | $482.1M | 9.3% | −83,360−8.2% | Reduced | History |
| VMCVulcan Materials CO | COM | 1,396,525 | $429.6M | 8.3% | −23,127−1.6% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 2,234,527 | $392.8M | 7.6% | +96,753+4.5% | Added | History |
| VEEVVeeva Systems Inc | Stock | 1,306,224 | $389.1M | 7.5% | −255,060−16.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 419,795 | $386.3M | 7.5% | +206,478+96.8% | Added | History |
| DEDeere & Co | Stock | 797,359 | $364.6M | 7.0% | −38,298−4.6% | Reduced | History |
| KLACKLA Corp | COM NEW | 310,675 | $335.1M | 6.5% | +310,675 | New | History |
| GWREGuidewire Software, Inc. | COM | 1,039,356 | $238.9M | 4.6% | −208,766−16.7% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 886,951 | $230.1M | 4.4% | −420,442−32.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 207,584 | $100.7M | 1.9% | −404,367−66.1% | Reduced | History |
| KLARKlarna Group plc | Stock | 82,119 | $3.01M | 0.1% | +82,119 | New | History |