Stockbridge Partners LLC — 13F Holdings & Portfolio
CIK 1505183 · latest 13F-HR filed 2026-08-14
Stockbridge Partners LLC manages $4.75B in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (20.83%), TDG (12.17%), GOOGL (9.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 10, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
35TH FLOOR
BOSTON, MA 02116
$4.75B
Long-equity book
17
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −2 / ↑10 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LIBERTY MEDIA CORP DEL$281.7M +454.2%
- TAIWAN SEMICONDUCTOR MANUFAC$262.8M +36.1%
- ALPHABET INC$166.9M +59.4%
- VISA INC$89.2M +87.5%
- TRANSDIGM GROUP INC$75.2M +14.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $990.0M | 20.83% | 2,072,924 | SH |
| 2 | TRANSDIGM GROUP INC | TDG | 893641100 | $578.5M | 12.17% | 434,281 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $447.7M | 9.42% | 1,252,838 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $423.3M | 8.91% | 1,776,149 | SH |
| 5 | DEERE & CO | DE | 244199105 | $360.0M | 7.57% | 567,456 | SH |
| 6 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $343.7M | 7.23% | 3,613,069 | SH |
| 7 | VULCAN MATLS CO | VMC | 929160109 | $314.5M | 6.62% | 1,065,963 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $259.2M | 5.45% | 1,295,226 | SH |
| 9 | WASTE CONNECTIONS INC | WCN | 94106B101 | $193.6M | 4.07% | 1,161,217 | SH |
| 10 | VISA INC | V | 92826C839 | $191.1M | 4.02% | 557,138 | SH |
| 11 | ALLISON TRANSMISSION HLDGS I | ALSN | 01973R101 | $169.1M | 3.56% | 1,499,984 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $164.3M | 3.46% | 319,922 | SH |
| 13 | WOODWARD INC | WWD | 980745103 | $115.2M | 2.42% | 270,673 | SH |
| 14 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $93.5M | 1.97% | 759,827 | SH |
| 15 | VEEVA SYS INC | VEEV | 922475108 | $71.8M | 1.51% | 404,617 | SH |
| 16 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $24.5M | 0.52% | 42,450 | SH |
| 17 | SERVICETITAN INC | TTAN | 81764X103 | $13.3M | 0.28% | 188,565 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $4.75B | 17 | 0000919574-26-005193 |
| 2026-03-31 | 2026-05-15 | $4.14B | 16 | 0000919574-26-003151 |
| 2025-12-31 | 2026-02-17 | $4.54B | 13 | 0000919574-26-001019 |
| 2025-09-30 | 2025-11-14 | $5.17B | 14 | 0000919574-25-006813 |