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Stockbridge Partners LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,753,238,742
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $989,966,315
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $578,479,663
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $447,726,716
- AMAZON COM INC · COM · 023135106 · shares: $423,327,353
- DEERE & CO · COM · 244199105 · shares: $359,954,364
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $343,747,385
- VULCAN MATLS CO · COM · 929160109 · shares: $314,469,745
- NVIDIA CORPORATION · COM · 67066G104 · shares: $259,161,770
- WASTE CONNECTIONS INC · COM · 94106B101 · shares: $193,563,262
- VISA INC · COM CL A · 92826C839 · shares: $191,148,476
Reported holdings
17 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,072,924 shares | $989,966,315 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 434,281 shares | $578,479,663 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,252,838 shares | $447,726,716 |
| AMAZON COM INC | COM | 023135106 | — | 1,776,149 shares | $423,327,353 |
| DEERE & CO | COM | 244199105 | — | 567,456 shares | $359,954,364 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 3,613,069 shares | $343,747,385 |
| VULCAN MATLS CO | COM | 929160109 | — | 1,065,963 shares | $314,469,745 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,295,226 shares | $259,161,770 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 1,161,217 shares | $193,563,262 |
| VISA INC | COM CL A | 92826C839 | — | 557,138 shares | $191,148,476 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | — | 1,499,984 shares | $169,108,196 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 319,922 shares | $164,311,939 |
| WOODWARD INC | COM | 980745103 | — | 270,673 shares | $115,155,121 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 759,827 shares | $93,496,712 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 404,617 shares | $71,807,379 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 42,450 shares | $24,480,915 |
| SERVICETITAN INC | SHS CL A | 81764X103 | — | 188,565 shares | $13,333,431 |