Holdings
Stockbridge Partners LLC
As of Jun 30, 2026, Stockbridge Partners LLC reported 17 positions worth US$4.75B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Transdigm Group Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.07M | US$990M | −78,751 | Jun 30, 2026 |
| Transdigm Group Inc. | 434K | US$578M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.25M | US$448M | +276K | Jun 30, 2026 |
| Amazon.com, Inc. | 1.78M | US$423M | −699K | Jun 30, 2026 |
| Deere & Company | 567K | US$360M | +2,523 | Jun 30, 2026 |
| Liberty Media Corporation - Series A Liberty Formula One | 3.61M | US$344M | +2.88M | Jun 30, 2026 |
| Vulcan Materials Company (holding Company) | 1.07M | US$314M | −75,709 | Jun 30, 2026 |
| Nvidia Corporation | 1.3M | US$259M | −237K | Jun 30, 2026 |
| Waste Connections, Inc. | 1.16M | US$194M | −1.29M | Jun 30, 2026 |
| Visa Inc. | 557K | US$191M | +220K | Jun 30, 2026 |