Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 17
- +1 vs. Q1 2026
- Portfolio value
- $4.75B
- +$614.3M (+14.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,072,924 | $990.0M | 20.8% | −78,751−3.7% | Reduced | History |
| TDGTransDigm Group INC | COM | 434,281 | $578.5M | 12.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,252,838 | $447.7M | 9.4% | +276,356+28.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,776,149 | $423.3M | 8.9% | −698,782−28.2% | Reduced | History |
| DEDeere & Co | Stock | 567,456 | $360.0M | 7.6% | +2,523+0.4% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 3,613,069 | $343.7M | 7.2% | +2,883,475+395.2% | Added | History |
| VMCVulcan Materials CO | COM | 1,065,963 | $314.5M | 6.6% | −75,709−6.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,295,226 | $259.2M | 5.5% | −236,892−15.5% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 1,161,217 | $193.6M | 4.1% | −1,289,952−52.6% | Reduced | History |
| VVisa Inc. | Stock | 557,138 | $191.1M | 4.0% | +219,828+65.2% | Added | History |
| ALSNAllison Transmission Holdings Inc | Stock | 1,499,984 | $169.1M | 3.6% | +469,586+45.6% | Added | History |
| MAMastercard Inc | Stock | 319,922 | $164.3M | 3.5% | +113,948+55.3% | Added | History |
| WWDWoodward, Inc. | COM | 270,673 | $115.2M | 2.4% | +270,673 | New | History |
| GWREGuidewire Software, Inc. | COM | 759,827 | $93.5M | 2.0% | +623,392+456.9% | Added | History |
| VEEVVeeva Systems Inc | Stock | 404,617 | $71.8M | 1.5% | +404,617 | New | History |
| MLMMartin Marietta Materials Inc | COM | 42,450 | $24.5M | 0.5% | +10,237+31.8% | Added | History |
| TTANServiceTitan, Inc. | SHS CL A | 188,565 | $13.3M | 0.3% | +188,565 | New | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.