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BOSTON, MA · CIK 0001505183
New positions
3
Added to
8
Trimmed
5
Exited
2
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $989.97M | 20.83% | -3.7% |
| 2 | TDGTRANSDIGM GROUP INC | $578.48M | 12.17% | - |
| 3 | GOOGLALPHABET INC | $447.73M | 9.42% | +28.3% |
| 4 | AMZNAMAZON COM INC | $423.33M | 8.91% | -28.2% |
| 5 | DEDEERE & CO | $359.95M | 7.57% | +0.4% |
| 6 | FWONKLIBERTY MEDIA CORP DEL | $343.75M | 7.23% | +395.2% |
| 7 | VMCVULCAN MATLS CO | $314.47M | 6.62% | -6.6% |
| 8 | NVDANVIDIA CORPORATION | $259.16M | 5.45% | -15.5% |
| 9 | WCNWASTE CONNECTIONS INC | $193.56M | 4.07% | -52.6% |
| 10 | VVISA INC | $191.15M | 4.02% | +65.2% |
| Stock | Value | Shares |
|---|---|---|
| WWDWOODWARD INC | $115.16M | 270,673 |
| VEEVVEEVA SYS INC | $71.81M | 404,617 |
| TTANSERVICETITAN INC | $13.33M | 188,565 |
As of Q2 2026, Stockbridge Partners LLC reported a portfolio value of $4.75B across 17 positions in their 13F filing.
Stockbridge Partners LLC's largest holding is TSM with a position worth $989.97M. Their top holdings include TSM, TDG, GOOGL, AMZN, DE.
In Q2 2026, Stockbridge Partners LLC made the following changes to their portfolio: 3 new positions, 2 positions sold out, 8 positions increased, 5 positions reduced.
Stockbridge Partners LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.