Stockbridge Partners Llc Portfolio Stock Holdings
Stockbridge Partners Llc disclosed 16 stock positions valued at approximately $4.1 billion in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, AMAZON COM INC, and TRANSDIGM GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $4.1B
Holdings by Sector
Stockbridge Partners Llc Portfolio Holdings in Q1 2026
16 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 17.57% | 2,151,675 | +30,755 | +1.45% | $727,158,566 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 12.45% | 2,474,931 | +499,065 | +25.26% | $515,453,879 |
| TRANSDIGM GROUP INC | TDG | Industrials | 12.16% | 434,281 | +1 | +0.00% | $503,314,308 |
| WASTE CONNECTIONS INC | WCN | Industrials | 9.62% | 2,451,169 | +83,856 | +3.54% | $398,167,892 |
| DEERE & CO | DE | Industrials | 7.69% | 564,933 | -213,262 | -27.40% | $318,226,759 |
| VULCAN MATLS CO | VMC | Basic Materials | 7.51% | 1,141,672 | -175,412 | -13.32% | $310,877,286 |
| ALPHABET INC | GOOGL | Communication Services | 6.78% | 976,482 | +51,076 | +5.52% | $280,797,164 |
| NVIDIA CORPORATION | NVDA | Technology | 6.46% | 1,532,118 | +1,532,118 | +100.00% | $267,201,379 |
| KLA CORP | KLAC | Technology | 4.74% | 133,271 | -19,677 | -12.87% | $196,229,553 |
| MICROSOFT CORP | MSFT | Technology | 4.70% | 525,737 | -222,837 | -29.77% | $194,612,065 |
| ALLISON TRANSMISSION HLDGS I | ALSN | Consumer Cyclical | 2.91% | 1,030,398 | +1,030,398 | +100.00% | $120,618,390 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.49% | 205,974 | +205,974 | +100.00% | $102,916,969 |
| VISA INC | V | Financial Services | 2.46% | 337,310 | +337,310 | +100.00% | $101,948,574 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 1.50% | 729,594 | +729,594 | +100.00% | $62,030,082 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 0.49% | 136,435 | -1,308,771 | -90.56% | $20,405,219 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.46% | 32,213 | +32,213 | +100.00% | $18,963,149 |