Q4 2025 · 13F-HR
Stockbridge Partners LLCholdings as filed
Filed 2026-02-17 · accession 0000919574-26-001019
$4.54B
Reported value
13
Positions
2025-12-31
Period end
The Brief · Stockbridge Partners LLC · Q4 2025
AI · grounded in 13F
Stockbridge Partners LLC established a new position in GOOGL valued at $289.65M. The fund closed its positions in HLT, reducing exposure by $230.11M, and TMO, reducing exposure by $100.68M. Additionally, the fund increased its holdings in GWRE by 39.05% and WCN by 5.94%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $644.5M | 14.2% | 2,120,920 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $577.5M | 12.7% | 434,280 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $456.1M | 10.0% | 1,975,866 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $415.1M | 9.14% | 2,367,313 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $375.7M | 8.27% | 1,317,084 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $362.3M | 7.97% | 778,195 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $362.0M | 7.97% | 748,574 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $290.8M | 6.40% | 1,302,898 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $290.7M | 6.40% | 1,897,705 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $290.5M | 6.39% | 1,445,206 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $289.7M | 6.38% | 925,406 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $185.8M | 4.09% | 152,948 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $2.4M | 0.05% | 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.