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BOSTON, MA · CIK 0001505183
New positions
6
Added to
5
Trimmed
5
Exited
3
Stockbridge Partners LLC (BOSTON, MA) reported a portfolio value of $4.14B across 16 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 89.7% of the portfolio.
Top 16 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $727.16M | 17.57% | +1.5% |
| 2 | AMZNAMAZON COM INC | $515.45M | 12.45% | +25.3% |
| 3 | TDGTRANSDIGM GROUP INC | $503.31M | 12.16% | +0.0% |
| 4 | WCNWASTE CONNECTIONS INC | $398.17M | 9.62% | +3.5% |
| 5 | DEDEERE & CO | $318.23M | 7.69% | -27.4% |
| 6 | VMCVULCAN MATLS CO | $310.88M | 7.51% | -13.3% |
| 7 | GOOGLALPHABET INC | $280.80M | 6.78% | +5.5% |
| 8 | NVDANVIDIA CORPORATION | $267.20M | 6.46% | New |
| 9 | KLACKLA CORP | $196.23M | 4.74% | -12.9% |
| 10 | MSFTMICROSOFT CORP | $194.61M | 4.70% | -29.8% |
| Stock | Value | Shares |
|---|---|---|
| NVDANVIDIA CORPORATION | $267.20M | 1,532,118 |
| ALSNALLISON TRANSMISSION HLDGS I | $120.62M | 1,030,398 |
| MAMASTERCARD INCORPORATED | $102.92M | 205,974 |
| VVISA INC | $101.95M | 337,310 |
| FWONKLIBERTY MEDIA CORP DEL | $62.03M | 729,594 |
| MLMMARTIN MARIETTA MATLS INC | $18.96M | 32,213 |
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