Stockbridge Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Stockbridge Partners Llc disclosed 17 stock positions valued at approximately $4.75B as of quarter-end June 30, 2026. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, TRANSDIGM GROUP INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 17
- Portfolio Value
- $4.75B
Holdings by Sector
Stockbridge Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 20.83% | 2,072,924 | -78,751 | -3.66% | $989,966,315 |
| TRANSDIGM GROUP INC | TDG | Industrials | 12.17% | 434,281 | - | - | $578,479,663 |
| ALPHABET INC | GOOGL | Communication Services | 9.42% | 1,252,838 | +276,356 | +28.30% | $447,726,716 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 8.91% | 1,776,149 | -698,782 | -28.23% | $423,327,353 |
| DEERE & CO | DE | Industrials | 7.57% | 567,456 | +2,523 | +0.45% | $359,954,364 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 7.23% | 3,613,069 | +2,883,475 | +395.22% | $343,747,385 |
| VULCAN MATLS CO | VMC | Basic Materials | 6.62% | 1,065,963 | -75,709 | -6.63% | $314,469,745 |
| NVIDIA CORPORATION | NVDA | Technology | 5.45% | 1,295,226 | -236,892 | -15.46% | $259,161,770 |
| WASTE CONNECTIONS INC | WCN | Industrials | 4.07% | 1,161,217 | -1,289,952 | -52.63% | $193,563,262 |
| VISA INC | V | Financial Services | 4.02% | 557,138 | +219,828 | +65.17% | $191,148,476 |
| ALLISON TRANSMISSION HLDGS I | ALSN | Consumer Cyclical | 3.56% | 1,499,984 | +469,586 | +45.57% | $169,108,196 |
| MASTERCARD INCORPORATED | MA | Financial Services | 3.46% | 319,922 | +113,948 | +55.32% | $164,311,939 |
| WOODWARD INC | WWD | Industrials | 2.42% | 270,673 | +270,673 | +100.00% | $115,155,121 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 1.97% | 759,827 | +623,392 | +456.92% | $93,496,712 |
| VEEVA SYS INC | VEEV | Healthcare | 1.51% | 404,617 | -898,281 | -68.94% | $71,807,379 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.52% | 42,450 | +10,237 | +31.78% | $24,480,915 |
| SERVICETITAN INC | TTAN | Other | 0.28% | 188,565 | +188,565 | +100.00% | $13,333,431 |
Showing 17 of 17 holdings in the latest reporting period.