Stockbridge Partners LLC
CIK 1505183 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- TSM20.83%
- TDG12.17%
- GOOGL9.42%
- AMZN8.91%
- DE7.57%
- FWONK7.23%
- VMC6.62%
- NVDA5.45%
- WCN4.07%
- V4.02%
Share classes counted separately86.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FWONKWeight increased · +5.73 pp1.50% → 7.23%Shares +2.88M (+395.22%)
- WCNWeight decreased · -5.55 pp9.62% → 4.07%Shares -1.29M (-52.63%)
- AMZNWeight decreased · -3.54 pp12.45% → 8.91%Shares -698.78K (-28.23%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 17
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $989.97M | 20.83% | 2.07M shares | 17.57% → 20.83%+3.26 pp -78.75K (-3.66%) | Reduced | ▾ |
| 02 | TDGTRANSDIGM GROUP INC View history and evidence | $578.48M | 12.17% | 434.28K shares | 12.16% → 12.17%+0.01 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $447.73M | 9.42% | 1.25M shares | 6.78% → 9.42%+2.64 pp +276.36K (+28.30%) | Added | ▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $423.33M | 8.91% | 1.78M shares | 12.45% → 8.91%-3.54 pp -698.78K (-28.23%) | Reduced | ▾ |
| 05 | DEDEERE & CO View history and evidence | $359.95M | 7.57% | 567.46K shares | 7.69% → 7.57%-0.12 pp +2.52K (+0.45%) | Added | ▾ |
| 06 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $343.75M | 7.23% | 3.61M shares | 1.50% → 7.23%+5.73 pp +2.88M (+395.22%) | Added | ▾ |
| 07 | VMCVULCAN MATERIALS CO View history and evidence | $314.47M | 6.62% | 1.07M shares | 7.51% → 6.62%-0.89 pp -75.71K (-6.63%) | Reduced | ▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $259.16M | 5.45% | 1.30M shares | 6.46% → 5.45%-1.01 pp -236.89K (-15.46%) | Reduced | ▾ |
| 09 | WCNWASTE CONNECTIONS INC View history and evidence | $193.56M | 4.07% | 1.16M shares | 9.62% → 4.07%-5.55 pp -1.29M (-52.63%) | Reduced | ▾ |
| 10 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $191.15M | 4.02% | 557.14K shares | 2.46% → 4.02%+1.56 pp +219.83K (+65.17%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KLAC KLA CORP | Non-derivative | -133,271 | -$196.23M | SEC filing ↗ | SEC filing ↗ |
| MSFT MICROSOFT CORP | Non-derivative | -525,737 | -$194.61M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1505183 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4753238742
}Take these holdings further.
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