Stockbridge Partners LLC reported 17 holdings worth US$4.75B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Stockbridge Partners LLC reported 17 holdings worth US$4.75B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Transdigm Group Inc. and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$4.75B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.07M | US$990M | 20.8% |
| Transdigm Group Inc. | 434K | US$578M | 12.2% |
| Alphabet Inc (google) Class C | 1.25M | US$448M | 9.4% |
| Amazon.com, Inc. | 1.78M | US$423M | 8.9% |
| Deere & Company | 567K | US$360M | 7.6% |
| Liberty Media Corporation - Series A Liberty Formula One | 3.61M | US$344M | 7.2% |
| Vulcan Materials Company (holding Company) | 1.07M | US$314M | 6.6% |
| Nvidia Corporation | 1.3M | US$259M | 5.5% |
| Waste Connections, Inc. | 1.16M | US$194M | 4.1% |
| Visa Inc. | 557K | US$191M | 4.0% |
| Allison Transmission Holdings, Inc. | 1.5M | US$169M | 3.6% |
| Mastercard Incorporated | 320K | US$164M | 3.5% |
| Woodward, Inc. | 271K | US$115M | 2.4% |
| Guidewire Software, Inc. | 760K | US$93.5M | 2.0% |
| Veeva Systems Inc. | 405K | US$71.8M | 1.5% |
| Martin Marietta Materials, Inc. | 42,450 | US$24.5M | 0.52% |
| Servicetitan, Inc. | 189K | US$13.3M | 0.28% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |