Stockbridge Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Stockbridge Partners LLC reported 12 stock positions worth $4.7 billion. Its top holding was Transdigm (TDG) at 18.0% of the portfolio, followed by Amazon.com (AMZN, 15.4%) and Guidewire Software (GWRE, 9.6%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 4 and reduced 7. The biggest buy was a new position in Veeva Systems Class A (VEEV) and the biggest sale Liberty Broadband-C (LBRDK, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001505183
- Portfolio Value
- $4.7B (Q4 2024)
- SEC Filing
- 0000919574-25-001274 ↗ filed Feb 14, 2025
Holdings Value
Holdings 12 stocks · $4.7B
| TDG Transdigm Group Inc. | 17.97% | 668,285 | $846.9M | Reduce -5.4% |
| AMZN Amazon.com Inc. | 15.44% | 3,315,726 | $727.4M | Reduce -1.4% |
| GWRE Guidewire Software Inc. | 9.58% | 2,678,857 | $451.6M | Add +8.3% |
| VMC Vulcan Materials Co. | 9.53% | 1,746,482 | $449.2M | Add +11.3% |
| DE Deere & Co. | 7.93% | 882,306 | $373.8M | Reduce -0.2% |
| HLT Hilton Worldwide Holdings Inc. | 7.83% | 1,492,889 | $369.0M | Reduce -3.3% |
| MSFT Microsoft Corp. | 7.57% | 846,730 | $356.9M | Add +11.5% |
| WCN Waste Connections Inc. | 7.17% | 1,968,464 | $337.7M | Add +6.9% |
| TMO Thermo Fisher Scientific Inc. | 6.25% | 566,583 | $294.8M | Reduce -1.7% |
| NYT New York Times Co. Class A | 4.84% | 4,386,211 | $228.3M | Reduce -30.6% |
| LBRDK Liberty Broadband-C | 2.96% | 1,866,717 | $139.6M | Reduce -50.7% |
| VEEV Veeva Systems Inc. Class A | 2.91% | 652,840 | $137.3M | New |
Portfolio Sells Q3 2024 → Q4 2024
| LBRDK Liberty Broadband-C | Reduce -50.7% | 2.96% | −2.92 |
| TDG Transdigm Group Inc. | Reduce -5.4% | 17.97% | −2.27 |
| NYT New York Times Co. Class A | Reduce -30.6% | 4.84% | −2.22 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −1.77 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 6.25% | −0.91 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.60 |
| DE Deere & Co. | Reduce -0.2% | 7.93% | +0.52 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -3.3% | 7.83% | +0.68 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 15.44% | +2.86 |
Portfolio Buys Q3 2024 → Q4 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 |