Institutions / Stockbridge Partners LLC
Stockbridge Partners LLC
CIK 1505183 · Institution · as of Dec 31, 2025
Portfolio value
$4.54B
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $644.53M | 14.2% |
| TransDigm Group Inc. | $577.53M | 12.7% |
| Amazon.com Inc | $456.07M | 10.0% |
| Waste Connections Inc | $415.13M | 9.1% |
| Vulcan Materials Co | $375.66M | 8.3% |
| Deere & Co | $362.30M | 8.0% |
| Microsoft Corp | $362.03M | 8.0% |
| Veeva Systems Inc | $290.85M | 6.4% |
| ServiceNow Inc | $290.71M | 6.4% |
| Guidewire Software, Inc. | $290.50M | 6.4% |
| Alphabet Inc. | $289.65M | 6.4% |
| Kla Corp | $185.84M | 4.1% |
| Klarna Group PLC | $2.37M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.