Q3 2025 · 13F-HR
Stockbridge Partners LLCholdings as filed
Filed 2025-11-14 · accession 0000919574-25-006813
$5.17B
Reported value
14
Positions
2025-09-30
Period end
The Brief · Stockbridge Partners LLC · Q3 2025
AI · grounded in 13F
Stockbridge Partners LLC established a new position in TDG valued at $692.3M. The fund also initiated new stakes in TSM for $594.5M and AMZN for $532.8M. Additional new positions include MSFT at $482.1M and VMC at $429.6M. Total assets under management stand at $5.17B across 14 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 893641100 | TDG | TRANSDIGM GROUP INC | $692.3M | 13.4% | 525,233 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $594.5M | 11.5% | 2,128,453 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $532.8M | 10.3% | 2,426,541 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $482.1M | 9.32% | 930,812 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $429.6M | 8.31% | 1,396,525 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $392.8M | 7.60% | 2,234,527 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $389.1M | 7.52% | 1,306,224 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $386.3M | 7.47% | 419,795 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $364.6M | 7.05% | 797,359 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $335.1M | 6.48% | 310,675 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $238.9M | 4.62% | 1,039,356 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $230.1M | 4.45% | 886,951 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $100.7M | 1.95% | 207,584 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $3.0M | 0.06% | 82,119 | 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.