Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 13
- −1 vs. Q3 2025
- Portfolio value
- $4.54B
- −$628.8M (−12.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,120,920 | $644.5M | 14.2% | −7,533−0.4% | Reduced | History |
| TDGTransDigm Group INC | COM | 434,280 | $577.5M | 12.7% | −90,953−17.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,975,866 | $456.1M | 10.0% | −450,675−18.6% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 2,367,313 | $415.1M | 9.1% | +132,786+5.9% | Added | History |
| VMCVulcan Materials CO | COM | 1,317,084 | $375.7M | 8.3% | −79,441−5.7% | Reduced | History |
| DEDeere & Co | Stock | 778,195 | $362.3M | 8.0% | −19,164−2.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 748,574 | $362.0M | 8.0% | −182,238−19.6% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 1,302,898 | $290.8M | 6.4% | −3,326−0.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 1,897,705 | $290.7M | 6.4% | −201,270−9.6% | ReducedConverted for a 5-for-1 split | History |
| GWREGuidewire Software, Inc. | COM | 1,445,206 | $290.5M | 6.4% | +405,850+39.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 925,406 | $289.7M | 6.4% | +925,406 | New | History |
| KLACKLA Corp | COM NEW | 152,948 | $185.8M | 4.1% | −157,727−50.8% | Reduced | History |
| KLARKlarna Group plc | Stock | 82,119 | $2.37M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.