Stockbridge Partners LLC
Net seller this quarter
$4.75B
17
-$243M
86.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $990M | 20.83% | 0.01% | -3.7% | Q1 2025 |
 TDG | $578M | 12.17% | 0.78% | Not reported | Q2 2013 |
 GOOGL | $448M | 9.42% | 0.01% | +28.3% | Q4 2025 |
 AMZN | $423M | 8.91% | 0.02% | -28.2% | Q3 2016 |
 DE | $360M | 7.57% | 0.21% | +0.5% | Q2 2024 |
 FWONK | $344M | 7.23% | Not reported | +395.2% | Q2 2017 |
 VMC | $314M | 6.62% | 0.82% | -6.6% | Q2 2020 |
 NVDA | $259M | 5.45% | 0.01% | -15.5% | Q1 2026 |
 WCN | $194M | 4.07% | 0.46% | -52.6% | Q4 2023 |
 V | $191M | 4.02% | 0.03% | +65.2% | Q2 2013 |
 ALSN | $169M | 3.56% | 1.81% | +45.6% | Q1 2026 |
 MA | $164M | 3.46% | 0.03% | +55.3% | Q1 2026 |
 WWD | $115M | 2.42% | 0.45% | New | Q2 2026 |
 GWRE | $93.5M | 1.97% | 0.91% | +456.9% | Q1 2018 |
 VEEV | $71.8M | 1.51% | 0.25% | Not reported | Q4 2024 |
 MLM | $24.5M | 0.52% | 0.07% | +31.8% | Q1 2026 |
 TTAN | $13.3M | 0.28% | 0.53% | New | Q2 2026 |
| Q1 2026 | |||||
| TSM | $727M | 17.57% | 0.01% | +1.5% | Q1 2025 |
| AMZN | $515M | 12.45% | 0.02% | +25.3% | Q3 2016 |
| TDG | $503M | 12.16% | 0.77% | 0.0% | Q2 2013 |
| WCN | $398M | 9.62% | 0.96% | +3.5% | Q4 2023 |
| DE | $318M | 7.69% | 0.21% | -27.4% | Q2 2024 |
| VMC | $311M | 7.51% | 0.88% | -13.3% | Q2 2020 |
| GOOGL | $281M | 6.78% | 0.01% | +5.5% | Q4 2025 |
| NVDA | $267M | 6.46% | 0.01% | New | Q1 2026 |
 KLAC | $196M | 4.74% | 0.10% | -12.9% | Q3 2025 |
 MSFT | $195M | 4.70% | 0.01% | -29.8% | Q1 2020 |
| ALSN | $121M | 2.91% | 1.24% | New | Q1 2026 |
| MA | $103M | 2.49% | 0.02% | New | Q1 2026 |
| V | $102M | 2.46% | 0.02% | Not reported | Q2 2013 |
| FWONK | $62M | 1.50% | Not reported | Not reported | Q2 2017 |
| GWRE | $20.4M | 0.49% | 0.16% | -90.6% | Q1 2018 |
| MLM | $19M | 0.46% | 0.05% | New | Q1 2026 |
| Q4 2025 | |||||
| TSM | $645M | 14.19% | 0.01% | -0.4% | Q1 2025 |
| TDG | $578M | 12.71% | 0.77% | -17.3% | Q2 2013 |
| AMZN | $456M | 10.04% | 0.02% | -18.6% | Q3 2016 |
| WCN | $415M | 9.14% | 0.93% | +5.9% | Q4 2023 |
| VMC | $376M | 8.27% | 1.01% | -5.7% | Q2 2020 |
| DE | $362M | 7.97% | 0.29% | -2.4% | Q2 2024 |
| MSFT | $362M | 7.97% | 0.01% | -19.6% | Q1 2020 |
| VEEV | $291M | 6.40% | 0.79% | -0.3% | Q4 2024 |
 NOW | $291M | 6.40% | 0.18% | -9.6% | Q1 2021 |
| GWRE | $291M | 6.39% | 1.70% | +39.1% | Q1 2018 |
| GOOGL | $290M | 6.38% | 0.01% | New | Q4 2025 |
| KLAC | $186M | 4.09% | 0.12% | -50.8% | Q3 2025 |
 KLAR | $2.37M | 0.05% | 0.02% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| TDG | $692M | 13.39% | 0.93% | -1.4% | Q2 2013 |
| TSM | $594M | 11.49% | 0.01% | -4.0% | Q1 2025 |
| AMZN | $533M | 10.30% | 0.02% | -2.3% | Q3 2016 |
| MSFT | $482M | 9.32% | 0.01% | -8.2% | Q1 2020 |
| VMC | $430M | 8.31% | 1.06% | -1.6% | Q2 2020 |
| WCN | $393M | 7.60% | 0.87% | +4.5% | Q4 2023 |
| VEEV | $389M | 7.52% | 0.80% | -16.3% | Q4 2024 |
| NOW | $386M | 7.47% | 0.20% | +96.8% | Q1 2021 |
| DE | $365M | 7.05% | 0.30% | -4.6% | Q2 2024 |
| KLAC | $335M | 6.48% | 0.24% | New | Q3 2025 |
| GWRE | $239M | 4.62% | 1.23% | -16.7% | Q1 2018 |
 HLT | $230M | 4.45% | 0.38% | -32.2% | Q2 2024 |
 TMO | $101M | 1.95% | 0.06% | -66.1% | Q3 2023 |
| KLAR | $3.01M | 0.06% | Not reported | New | Q3 2025 |