§ 13F · FUND PROFILE
Stockbridge Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 13Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4543.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.12M | $644.5T | 14.2% | NEW |
| 2 | TDG | TRANSDIGM GROUP INC | 434K | $577.5T | 12.7% | NEW |
| 3 | AMZN | AMAZON COM INC | 1.98M | $456.1T | 10.0% | NEW |
| 4 | WCN | WASTE CONNECTIONS INC | 2.37M | $415.1T | 9.1% | NEW |
| 5 | VMC | VULCAN MATLS CO | 1.32M | $375.7T | 8.3% | NEW |
| 6 | DE | DEERE & CO | 778K | $362.3T | 8.0% | NEW |
| 7 | MSFT | MICROSOFT CORP | 749K | $362.0T | 8.0% | NEW |
| 8 | VEEV | VEEVA SYS INC | 1.30M | $290.8T | 6.4% | NEW |
| 9 | NOW | SERVICENOW INC | 1.90M | $290.7T | 6.4% | NEW |
| 10 | GWRE | GUIDEWIRE SOFTWARE INC | 1.45M | $290.5T | 6.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOCKBRIDGE SIGNAL
AC read
Stockbridge Partners LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed