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BOSTON, MA · CIK 0001505183
New positions
3
Added to
8
Trimmed
5
Exited
2
Stockbridge Partners LLC (BOSTON, MA) reported a portfolio value of $4.75B across 17 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 86.3% of the portfolio.
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 |
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