Q1 2026 · 13F-HR
Stockbridge Partners LLCholdings as filed
Filed 2026-05-15 · accession 0000919574-26-003151
$4.14B
Reported value
16
Positions
2026-03-31
Period end
The Brief · Stockbridge Partners LLC · Q1 2026
AI · grounded in 13F
Stockbridge Partners LLC closed its positions in VEEV and NOW, reducing exposure by $290.8M and $290.7M respectively. The fund established a new position in NVDA worth $267.2M. Other new entries include ALSN at $120.6M and MA at $102.9M. The fund also trimmed its holdings in GWRE by 90.5% and MSFT by 29.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $727.2M | 17.6% | 2,151,675 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $515.5M | 12.5% | 2,474,931 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $503.3M | 12.2% | 434,281 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $398.2M | 9.62% | 2,451,169 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $318.2M | 7.69% | 564,933 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $310.9M | 7.51% | 1,141,672 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $280.8M | 6.78% | 976,482 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $267.2M | 6.46% | 1,532,118 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $196.2M | 4.74% | 133,271 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $194.6M | 4.70% | 525,737 | Common | SOLE |
| 01973R101 | ALSN | ALLISON TRANSMISSION HLDGS I | $120.6M | 2.91% | 1,030,398 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $102.9M | 2.49% | 205,974 | Common | SOLE |
| 92826C839 | V | VISA INC | $101.9M | 2.46% | 337,310 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $62.0M | 1.50% | 729,594 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $20.4M | 0.49% | 136,435 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $19.0M | 0.46% | 32,213 | 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.