§ 13F · FUND PROFILE
Stockbridge Partners LLC.
AUM · $5.2B (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$200M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.07M | $990M | 20.8% | −4% |
| 2 | TDG | TRANSDIGM GROUP INC | 434K | $578M | 12.2% | ±0% |
| 3 | GOOGL | ALPHABET INC | 1.25M | $448M | 9.4% | +28% |
| 4 | AMZN | AMAZON COM INC | 1.78M | $423M | 8.9% | −28% |
| 5 | DE | DEERE & CO | 567K | $360M | 7.6% | ±0% |
| 6 | FWONK | LIBERTY MEDIA CORP DEL | 3.61M | $344M | 7.2% | +395% |
| 7 | VMC | VULCAN MATLS CO | 1.07M | $314M | 6.6% | −7% |
| 8 | NVDA | NVIDIA CORPORATION | 1.30M | $259M | 5.5% | −15% |
| 9 | WCN | WASTE CONNECTIONS INC | 1.16M | $194M | 4.1% | −53% |
| 10 | V | VISA INC | 557K | $191M | 4.0% | +65% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOCKBRIDGE SIGNAL
AC read
Stockbridge Partners LLC is a Other fund managing $5.2 billion in assets. The fund runs a focused portfolio of just 14 positions.
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