Stockbridge Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Stockbridge Partners LLC reported 17 stock positions worth $4.8 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 20.8% of the portfolio, followed by Transdigm (TDG, 12.2%) and Alphabet Class A (GOOGL, 9.4%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 8 and reduced 5. The biggest buy was Liberty Media Class C (FWONK, shares +395%) and the biggest sale Waste Connections (WCN, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001505183
- Portfolio Value
- $4.8B (Q2 2026)
- SEC Filing
- 0000919574-26-005193 ↗ filed Aug 14, 2026
Holdings Value
Holdings 17 stocks · $4.8B
| TSM Taiwan Semiconductor-SP ADR | 20.83% | 2,072,924 | $990.0M | Reduce -3.7% |
| TDG Transdigm Group Inc. | 12.17% | 434,281 | $578.5M | No change |
| GOOGL Alphabet Inc. Class A | 9.42% | 1,252,838 | $447.7M | Add +28.3% |
| AMZN Amazon.com Inc. | 8.91% | 1,776,149 | $423.3M | Reduce -28.2% |
| DE Deere & Co. | 7.57% | 567,456 | $360.0M | Add +0.5% |
| FWONK Liberty Media Corp. Class C | 7.23% | 3,613,069 | $343.7M | Add +395.2% |
| VMC Vulcan Materials Co. | 6.62% | 1,065,963 | $314.5M | Reduce -6.6% |
| NVDA Nvidia Corp. | 5.45% | 1,295,226 | $259.2M | Reduce -15.5% |
| WCN Waste Connections Inc. | 4.07% | 1,161,217 | $193.6M | Reduce -52.6% |
| V Visa Inc. Class A | 4.02% | 557,138 | $191.1M | Add +65.2% |
| ALSN Allison Transmission Holding | 3.56% | 1,499,984 | $169.1M | Add +45.6% |
| MA Mastercard Inc. Class A | 3.46% | 319,922 | $164.3M | Add +55.3% |
| WWD Woodward Inc. | 2.42% | 270,673 | $115.2M | New |
| GWRE Guidewire Software Inc. | 1.97% | 759,827 | $93.5M | Add +456.9% |
| VEEV Veeva Systems Inc. Class A | 1.51% | 404,617 | $71.8M | New |
| MLM Martin Marietta Materials | 0.52% | 42,450 | $24.5M | Add +31.8% |
| TTAN Servicetitan Inc. Class A | 0.28% | 188,565 | $13.3M | New |
Portfolio Sells Q1 2026 → Q2 2026
| WCN Waste Connections Inc. | Reduce -52.6% | 4.07% | −5.55 |
| KLAC KLA Corp. | Sold out | 0.00% | −4.74 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −4.70 |
| AMZN Amazon.com Inc. | Reduce -28.2% | 8.91% | −3.55 |
| NVDA Nvidia Corp. | Reduce -15.5% | 5.45% | −1.00 |
| VMC Vulcan Materials Co. | Reduce -6.6% | 6.62% | −0.90 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.7% | 20.83% | +3.26 |
Portfolio Buys Q1 2026 → Q2 2026
| FWONK Liberty Media Corp. Class C | Add +395.2% | 7.23% | +5.73 |
| GOOGL Alphabet Inc. Class A | Add +28.3% | 9.42% | +2.64 |
| WWD Woodward Inc. | New | 2.42% | +2.42 |
| V Visa Inc. Class A | Add +65.2% | 4.02% | +1.56 |
| VEEV Veeva Systems Inc. Class A | New | 1.51% | +1.51 |
| GWRE Guidewire Software Inc. | Add +456.9% | 1.97% | +1.47 |
| MA Mastercard Inc. Class A | Add +55.3% | 3.46% | +0.97 |
| ALSN Allison Transmission Holding | Add +45.6% | 3.56% | +0.64 |
| TTAN Servicetitan Inc. Class A | New | 0.28% | +0.28 |
| MLM Martin Marietta Materials | Add +31.8% | 0.52% | +0.06 |
| DE Deere & Co. | Add +0.5% | 7.57% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $4.8B | TSM, TDG, GOOGL, AMZN, DE |
| Q1 2026 | 16 | $4.1B | TSM, AMZN, TDG, WCN, DE |
| Q4 2025 | 13 | $4.5B | TSM, TDG, AMZN, WCN, VMC |
| Q3 2025 | 14 | $5.2B | TDG, TSM, AMZN, MSFT, VMC |
| Q2 2025 | 12 | $5.1B | TDG, AMZN, MSFT, TSM, VEEV |
| Q1 2025 | 12 | $4.5B | TDG, AMZN, DE, WCN, MSFT |
| Q4 2024 | 12 | $4.7B | TDG, AMZN, GWRE, VMC, DE |
| Q3 2024 | 13 | $5.0B | TDG, AMZN, GWRE, VMC, DE |
| Q2 2024 | 13 | $4.8B | TDG, GWRE, AMZN, MSFT, NYT |
| Q1 2024 | 13 | $4.9B | TDG, AMZN, VMC, MSFT, TMO |