Stockbridge Partners LLC
17 holdingsFiling period: 2026-06-30Current AUM: $4.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 2.07M | $990.0M | $841.9M | 18.38% | -78,751 | 2026-06-30 |
| 2 | TDG | Transdigm Group Inc | 434.3K | $578.5M | $498.0M | 10.87% | -- | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 1.25M | $447.7M | $350.6M | 7.65% | +276.4K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 1.78M | $423.3M | $426.9M | 9.32% | -698,782 | 2026-06-30 |
| 5 | DE | Deere & Co | 567.5K | $360.0M | $383.3M | 8.37% | +2.5K | 2026-06-30 |
| 6 | FWONK | Liberty Media Corp Del | 3.61M | $343.7M | $334.1M | 7.29% | +2.88M | 2026-06-30 |
| 7 | VMC | Vulcan Matls Co | 1.07M | $314.5M | $299.8M | 6.54% | -75,709 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 1.30M | $259.2M | $265.1M | 5.79% | -236,892 | 2026-06-30 |
| 9 | WCN | Waste Connections Inc | 1.16M | $193.6M | $213.8M | 4.67% | -1,289,952 | 2026-06-30 |
| 10 | V | Visa Inc | 557.1K | $191.1M | $230.4M | 5.03% | +219.8K | 2026-06-30 |
| 11 | ALSN | Allison Transmission Hldgs I | 1.50M | $169.1M | $162.1M | 3.54% | +469.6K | 2026-06-30 |
| 12 | MA | Mastercard Incorporated | 319.9K | $164.3M | $204.1M | 4.46% | +113.9K | 2026-06-30 |
| 13 | WWD | Woodward Inc | 270.7K | $115.2M | $82.5M | 1.80% | -- | 2026-06-30 |
| 14 | GWRE | Guidewire Software Inc | 759.8K | $93.5M | $123.5M | 2.70% | +623.4K | 2026-06-30 |
| 15 | VEEV | Veeva Sys Inc | 404.6K | $71.8M | $126.6M | 2.76% | -- | 2026-06-30 |
| 16 | MLM | Martin Marietta Matls Inc | 42.5K | $24.5M | $22.9M | 0.50% | +10.2K | 2026-06-30 |
| 17 | TTAN | Servicetitan Inc | 188.6K | $13.3M | $15.9M | 0.35% | -- | 2026-06-30 |
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