Institutional
Stockbridge Partners LLC
CIK 0001505183
$4.14B
Reported AUM
16
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $727.2M | 17.57% | +30,755 | +1.5% |
| 2 | AMZN | AMAZON COM INC | $515.5M | 12.45% | +499,065 | +25.3% |
| 3 | TDG | TRANSDIGM GROUP INC | $503.3M | 12.16% | +1 | +0.0% |
| 4 | WCN | WASTE CONNECTIONS INC | $398.2M | 9.62% | +83,856 | +3.5% |
| 5 | DE | DEERE & CO | $318.2M | 7.69% | -213,262 | -27.4% |
| 6 | VMC | VULCAN MATLS CO | $310.9M | 7.51% | -175,412 | -13.3% |
| 7 | GOOGL | ALPHABET INC | $280.8M | 6.78% | +51,076 | +5.5% |
| 8 | NVDA | NVIDIA CORPORATION | $267.2M | 6.46% | +1,532,118 | NEW |
| 9 | KLAC | KLA CORP | $196.2M | 4.74% | -19,677 | -12.9% |
| 10 | MSFT | MICROSOFT CORP | $194.6M | 4.70% | -222,837 | -29.8% |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS I | $120.6M | 2.91% | +1,030,398 | NEW |
| 12 | MA | MASTERCARD INCORPORATED | $102.9M | 2.49% | +205,974 | NEW |
| 13 | V | VISA INC | $101.9M | 2.46% | +337,310 | NEW |
| 14 | FWONK | LIBERTY MEDIA CORP DEL | $62.0M | 1.50% | +729,594 | NEW |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | $20.4M | 0.49% | -1,308,771 | -90.6% |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $19.0M | 0.46% | +32,213 | NEW |
| 17 | VEEV | VEEVA SYS INC | — | — | -1,302,898 | EXITED |
| 18 | NOW | SERVICENOW INC | — | — | -1,897,705 | EXITED |
| 19 | KLAR | KLARNA GROUP PLC | — | — | -82,119 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003151. 13F discloses long positions only — shorts, foreign equities, and options are excluded.