Stockbridge Partners LLC
CIK: 0001505183SEC EDGAR →
Portfolio Value
$4.5B
Holdings
13
As of
Q4 2025
New Positions
1
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 2,120,920 | $644.5M | 14.19% |
| 2 | TRANSDIGM GROUP INC | 434,280 | $577.5M | 12.71% |
| 3 | AMAZON COM INC | 1,975,866 | $456.1M | 10.04% |
| 4 | WASTE CONNECTIONS INC | 2,367,313 | $415.1M | 9.14% |
| 5 | VULCAN MATLS CO | 1,317,084 | $375.7M | 8.27% |
| 6 | DEERE & CO | 778,195 | $362.3M | 7.97% |
| 7 | MICROSOFT CORP | 748,574 | $362.0M | 7.97% |
| 8 | VEEVA SYS INC | 1,302,898 | $290.8M | 6.40% |
| 9 | SERVICENOW INC | 1,897,705 | $290.7M | 6.40% |
| 10 | GUIDEWIRE SOFTWARE INC | 1,445,206 | $290.5M | 6.39% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $1.8B | 39.1% |
| Industrials | 2 | $777.4M | 17.1% |
| Unknown | 1 | $577.5M | 12.7% |
| Consumer Cyclical | 1 | $456.1M | 10.0% |
| Basic Materials | 1 | $375.7M | 8.3% |
| Healthcare | 1 | $290.8M | 6.4% |
| Communication Services | 1 | $289.7M | 6.4% |