Stockbridge Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Stockbridge Partners LLC reported 13 stock positions worth $4.9 billion. Its top holding was Transdigm (TDG) at 19.5% of the portfolio, followed by Amazon.com (AMZN, 9.7%) and Vulcan Materials (VMC, 9.7%). Compared with Q4 2023, it sold out of 1, added to 6 and reduced 5. The biggest buy was Waste Connections (WCN, shares +135%) and the biggest sale Transdigm (TDG, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001505183
- Portfolio Value
- $4.9B (Q1 2024)
- SEC Filing
- 0000919574-24-003067 ↗ filed May 15, 2024
Holdings Value
Holdings 13 stocks · $4.9B
| TDG Transdigm Group Inc. | 19.54% | 770,048 | $948.4M | Reduce -24.8% |
| AMZN Amazon.com Inc. | 9.72% | 2,614,698 | $471.6M | Add +8.2% |
| VMC Vulcan Materials Co. | 9.68% | 1,721,751 | $469.9M | Reduce -16.3% |
| MSFT Microsoft Corp. | 8.76% | 1,010,606 | $425.2M | Add +8.0% |
| TMO Thermo Fisher Scientific Inc. | 8.43% | 704,422 | $409.4M | Reduce -2.9% |
| GWRE Guidewire Software Inc. | 8.32% | 3,459,098 | $403.7M | Add +8.9% |
| WCN Waste Connections Inc. | 8.27% | 2,334,000 | $401.5M | Add +134.9% |
| LW Lamb Weston Holdings Inc. | 8.27% | 3,767,948 | $401.4M | Add +19.1% |
| NYT New York Times Co. Class A | 7.19% | 8,076,126 | $349.1M | Add +5.6% |
| LBRDK Liberty Broadband-C | 4.47% | 3,787,842 | $216.8M | No change |
| CHTR Charter Communications Inc. Class A | 3.32% | 553,698 | $160.9M | Reduce -1.9% |
| UBER Uber Technologies Inc. | 2.55% | 1,604,827 | $123.6M | Reduce -42.2% |
| URI United Rentals Inc. | 1.49% | 100,580 | $72.5M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| TDG Transdigm Group Inc. | Reduce -24.8% | 19.54% | −2.60 |
| WMS Advanced Drainage Systems Inc. | Sold out | 0.00% | −2.29 |
| CHTR Charter Communications Inc. Class A | Reduce -1.9% | 3.32% | −1.37 |
| UBER Uber Technologies Inc. | Reduce -42.2% | 2.55% | −1.11 |
| VMC Vulcan Materials Co. | Reduce -16.3% | 9.68% | −0.30 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.9% | 8.43% | +0.21 |
Portfolio Buys Q4 2023 → Q1 2024
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 |