Stockbridge Partners LLC — 13F Holdings & Portfolio
CIK 1505183 · latest 13F-HR filed 2026-05-15
Stockbridge Partners LLC manages $4.14B in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (17.57%), AMZN (12.45%), TDG (12.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 3, added to 3, and trimmed 5.
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.
$4.14B
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −3 / ↑3 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TAIWAN SEMICONDUCTOR MANUFAC$82.6M +12.8%
- AMAZON COM INC$59.4M +13.0%
- KLA CORP$10.4M +5.6%
Top Trims
- GUIDEWIRE SOFTWARE INC-$270.1M -93.0%
- MICROSOFT CORP-$167.4M -46.2%
- TRANSDIGM GROUP INC-$74.2M -12.9%
- VULCAN MATLS CO-$64.8M -17.2%
- DEERE & CO-$44.1M -12.2%
New Positions
- NVIDIA CORPORATION$267.2M
- ALLISON TRANSMISSION HLDGS I$120.6M
- MASTERCARD INCORPORATED$102.9M
- VISA INC$101.9M
- LIBERTY MEDIA CORP DEL$62.0M
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 | $727.2M | 17.57% | 2,151,675 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $515.5M | 12.45% | 2,474,931 | SH |
| 3 | TRANSDIGM GROUP INC | TDG | 893641100 | $503.3M | 12.16% | 434,281 | SH |
| 4 | WASTE CONNECTIONS INC | WCN | 94106B101 | $398.2M | 9.62% | 2,451,169 | SH |
| 5 | DEERE & CO | DE | 244199105 | $318.2M | 7.69% | 564,933 | SH |
| 6 | VULCAN MATLS CO | VMC | 929160109 | $310.9M | 7.51% | 1,141,672 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $280.8M | 6.78% | 976,482 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $267.2M | 6.46% | 1,532,118 | SH |
| 9 | KLA CORP | KLAC | 482480100 | $196.2M | 4.74% | 133,271 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $194.6M | 4.70% | 525,737 | SH |
| 11 | ALLISON TRANSMISSION HLDGS I | ALSN | 01973R101 | $120.6M | 2.91% | 1,030,398 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $102.9M | 2.49% | 205,974 | SH |
| 13 | VISA INC | V | 92826C839 | $101.9M | 2.46% | 337,310 | SH |
| 14 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $62.0M | 1.50% | 729,594 | SH |
| 15 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $20.4M | 0.49% | 136,435 | SH |
| 16 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $19.0M | 0.46% | 32,213 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |