Stockbridge Partners LLC
16 holdingsFiling period: 2026-03-31Current AUM: $4.53Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.15M | $727.2M | $869.8M | 19.20% | +30.8K | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 2.47M | $515.5M | $672.1M | 14.83% | +499.1K | 2026-03-31 |
| 3 | TDG | TRANSDIGM GROUP INC | 434.3K | $503.3M | $544.8M | 12.02% | +1 | 2026-03-31 |
| 4 | WCN | WASTE CONNECTIONS INC | 2.45M | $398.2M | $410.3M | 9.05% | +83.9K | 2026-03-31 |
| 5 | DE | DEERE & CO | 564.9K | $318.2M | $334.8M | 7.39% | -213,262 | 2026-03-31 |
| 6 | VMC | VULCAN MATLS CO | 1.14M | $310.9M | $306.6M | 6.77% | -175,412 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 976.5K | $280.8M | $347.8M | 7.67% | +51.1K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 1.53M | $267.2M | $307.6M | 6.79% | -- | 2026-03-31 |
| 9 | KLAC | KLA CORP | 133.3K | $196.2M | $24.4M | 0.54% | -19,677 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 525.7K | $194.6M | $244.3M | 5.39% | -222,837 | 2026-03-31 |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.03M | $120.6M | $118.0M | 2.60% | -- | 2026-03-31 |
| 12 | MA | MASTERCARD INCORPORATED | 206.0K | $102.9M | $118.0M | 2.61% | -- | 2026-03-31 |
| 13 | V | VISA INC | 337.3K | $101.9M | $123.5M | 2.73% | -- | 2026-03-31 |
| 14 | FWONK | LIBERTY MEDIA CORP DEL | 729.6K | $62.0M | $71.6M | 1.58% | -- | 2026-03-31 |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | 136.4K | $20.4M | $20.7M | 0.46% | -1,308,771 | 2026-03-31 |
| 16 | MLM | MARTIN MARIETTA MATLS INC | 32.2K | $19.0M | $16.9M | 0.37% | -- | 2026-03-31 |
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