Q2 2025 · 13F-HR
Stockbridge Partners LLCholdings as filed
Filed 2025-08-14 · accession 0000919574-25-004697
$5.11B
Reported value
12
Positions
2025-06-30
Period end
The Brief · Stockbridge Partners LLC · Q2 2025
AI · grounded in 13F
Stockbridge Partners LLC established a new position in TDG valued at $809.8M. The fund also initiated new stakes in AMZN for $544.8M and MSFT for $504.5M. Additional new positions include TSM at $502.4M and VEEV at $449.6M. Total assets under management stand at $5.1B across 12 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 893641100 | TDG | TRANSDIGM GROUP INC | $809.8M | 15.8% | 532,551 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $544.8M | 10.7% | 2,483,249 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $504.5M | 9.86% | 1,014,172 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $502.4M | 9.82% | 2,218,034 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $449.6M | 8.79% | 1,561,284 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $424.9M | 8.31% | 835,657 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $399.2M | 7.80% | 2,137,774 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $370.3M | 7.24% | 1,419,652 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $348.2M | 6.81% | 1,307,393 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $293.9M | 5.75% | 1,248,122 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $248.1M | 4.85% | 611,951 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $219.3M | 4.29% | 213,317 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.