Stockbridge Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Stockbridge Partners LLC reported 13 stock positions worth $5.0 billion. Its top holding was Transdigm (TDG) at 20.2% of the portfolio, followed by Amazon.com (AMZN, 12.6%) and Guidewire Software (GWRE, 9.1%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 4 and reduced 6. The biggest buy was Deere (DE, shares +158%) and the biggest sale an exit from Lamb Weston (LW).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001505183
- Portfolio Value
- $5.0B (Q3 2024)
- SEC Filing
- 0000919574-24-006485 ↗ filed Nov 14, 2024
Holdings Value
Holdings 13 stocks · $5.0B
| TDG Transdigm Group Inc. | 20.24% | 706,338 | $1.0B | No change |
| AMZN Amazon.com Inc. | 12.58% | 3,362,417 | $626.5M | Add +30.5% |
| GWRE Guidewire Software Inc. | 9.09% | 2,473,475 | $452.5M | Reduce -35.9% |
| VMC Vulcan Materials Co. | 7.89% | 1,568,564 | $392.8M | Add +9.6% |
| DE Deere & Co. | 7.41% | 884,237 | $369.0M | Add +157.5% |
| TMO Thermo Fisher Scientific Inc. | 7.16% | 576,583 | $356.7M | Reduce -8.8% |
| HLT Hilton Worldwide Holdings Inc. | 7.15% | 1,544,399 | $356.0M | Add +63.6% |
| NYT New York Times Co. Class A | 7.07% | 6,322,261 | $352.0M | Reduce -10.8% |
| WCN Waste Connections Inc. | 6.61% | 1,841,010 | $329.2M | Reduce -9.2% |
| MSFT Microsoft Corp. | 6.56% | 759,278 | $326.7M | Reduce -23.7% |
| LBRDK Liberty Broadband-C | 5.88% | 3,787,842 | $292.8M | No change |
| CHTR Charter Communications Inc. Class A | 1.77% | 272,520 | $88.3M | Reduce -48.6% |
| PCOR Procore Technologies Inc. | 0.60% | 486,794 | $30.0M | New |
Portfolio Sells Q2 2024 → Q3 2024
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −6.93 |
| MSFT Microsoft Corp. | Reduce -23.7% | 6.56% | −2.64 |
| GWRE Guidewire Software Inc. | Reduce -35.9% | 9.09% | −1.91 |
| CHTR Charter Communications Inc. Class A | Reduce -48.6% | 1.77% | −1.51 |
| WCN Waste Connections Inc. | Reduce -9.2% | 6.61% | −0.74 |
| NYT New York Times Co. Class A | Reduce -10.8% | 7.07% | −0.44 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.8% | 7.16% | −0.07 |
Portfolio Buys Q2 2024 → Q3 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 |