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 | $857.7M | 18.74% | -78,751 | 2026-06-30 |
| 2 | TDG | TRANSDIGM GROUP INC | 434.3K | $578.5M | $471.2M | 10.30% | -- | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 1.25M | $447.7M | $432.2M | 9.45% | +276.4K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 1.78M | $423.3M | $441.2M | 9.64% | -698,782 | 2026-06-30 |
| 5 | DE | DEERE & CO | 567.5K | $360.0M | $388.2M | 8.48% | +2.5K | 2026-06-30 |
| 6 | FWONK | LIBERTY MEDIA CORP DEL | 3.61M | $343.7M | $343.2M | 7.50% | +2.88M | 2026-06-30 |
| 7 | VMC | VULCAN MATLS CO | 1.07M | $314.5M | $265.6M | 5.81% | -75,709 | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 1.30M | $259.2M | $274.8M | 6.01% | -236,892 | 2026-06-30 |
| 9 | WCN | WASTE CONNECTIONS INC | 1.16M | $193.6M | $185.2M | 4.05% | -1,289,952 | 2026-06-30 |
| 10 | V | VISA INC | 557.1K | $191.1M | $209.3M | 4.57% | +219.8K | 2026-06-30 |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.50M | $169.1M | $183.6M | 4.01% | +469.6K | 2026-06-30 |
| 12 | MA | MASTERCARD INCORPORATED | 319.9K | $164.3M | $183.4M | 4.01% | +113.9K | 2026-06-30 |
| 13 | WWD | WOODWARD INC | 270.7K | $115.2M | $86.5M | 1.89% | -- | 2026-06-30 |
| 14 | GWRE | GUIDEWIRE SOFTWARE INC | 759.8K | $93.5M | $113.1M | 2.47% | +623.4K | 2026-06-30 |
| 15 | VEEV | VEEVA SYS INC | 404.6K | $71.8M | $107.9M | 2.36% | -- | 2026-06-30 |
| 16 | MLM | MARTIN MARIETTA MATLS INC | 42.5K | $24.5M | $21.5M | 0.47% | +10.2K | 2026-06-30 |
| 17 | TTAN | SERVICETITAN INC | 188.6K | $13.3M | $11.0M | 0.24% | -- | 2026-06-30 |
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