Stockbridge Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Stockbridge Partners LLC reported 13 stock positions worth $4.8 billion. Its top holding was Transdigm (TDG) at 18.7% of the portfolio, followed by Guidewire Software (GWRE, 11.0%) and Amazon.com (AMZN, 10.3%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 2 and reduced 8. The biggest buy was a new position in Hilton Worldwide (HLT) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001505183
- Portfolio Value
- $4.8B (Q2 2024)
- SEC Filing
- 0000919574-24-004580 ↗ filed Aug 14, 2024
Holdings Value
Holdings 13 stocks · $4.8B
| TDG Transdigm Group Inc. | 18.66% | 706,338 | $902.4M | Reduce -8.3% |
| GWRE Guidewire Software Inc. | 10.99% | 3,855,646 | $531.7M | Add +11.5% |
| AMZN Amazon.com Inc. | 10.29% | 2,576,286 | $497.9M | Reduce -1.5% |
| MSFT Microsoft Corp. | 9.20% | 995,692 | $445.0M | Reduce -1.5% |
| NYT New York Times Co. Class A | 7.51% | 7,090,326 | $363.1M | Reduce -12.2% |
| VMC Vulcan Materials Co. | 7.36% | 1,431,199 | $355.9M | Reduce -16.9% |
| WCN Waste Connections Inc. | 7.35% | 2,026,369 | $355.3M | Reduce -13.2% |
| TMO Thermo Fisher Scientific Inc. | 7.23% | 632,418 | $349.7M | Reduce -10.2% |
| LW Lamb Weston Holdings Inc. | 6.93% | 3,985,409 | $335.1M | Add +5.8% |
| LBRDK Liberty Broadband-C | 4.29% | 3,787,842 | $207.6M | No change |
| HLT Hilton Worldwide Holdings Inc. | 4.26% | 943,806 | $205.9M | New |
| CHTR Charter Communications Inc. Class A | 3.28% | 530,609 | $158.6M | Reduce -4.2% |
| DE Deere & Co. | 2.65% | 343,363 | $128.3M | New |
Portfolio Sells Q1 2024 → Q2 2024
| UBER Uber Technologies Inc. | Sold out | 0.00% | −2.55 |
| VMC Vulcan Materials Co. | Reduce -16.9% | 7.36% | −2.32 |
| URI United Rentals Inc. | Sold out | 0.00% | −1.49 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.2% | 7.23% | −1.20 |
| WCN Waste Connections Inc. | Reduce -13.2% | 7.35% | −0.92 |
| TDG Transdigm Group Inc. | Reduce -8.3% | 18.66% | −0.88 |
| CHTR Charter Communications Inc. Class A | Reduce -4.2% | 3.28% | −0.04 |
| NYT New York Times Co. Class A | Reduce -12.2% | 7.51% | +0.32 |
| MSFT Microsoft Corp. | Reduce -1.5% | 9.20% | +0.44 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 10.29% | +0.58 |
Portfolio Buys Q1 2024 → Q2 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 |