Stockbridge Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Stockbridge Partners LLC reported 12 stock positions worth $5.1 billion. Its top holding was Transdigm (TDG) at 15.8% of the portfolio, followed by Amazon.com (AMZN, 10.7%) and Microsoft (MSFT, 9.9%). Compared with Q1 2025, it added to 5 and reduced 7. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +136%) and the biggest sale Thermo Fisher Scientific (TMO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001505183
- Portfolio Value
- $5.1B (Q2 2025)
- SEC Filing
- 0000919574-25-004697 ↗ filed Aug 14, 2025
Holdings Value
Holdings 12 stocks · $5.1B
| TDG Transdigm Group Inc. | 15.83% | 532,551 | $809.8M | Reduce -7.9% |
| AMZN Amazon.com Inc. | 10.65% | 2,483,249 | $544.8M | Reduce -13.4% |
| MSFT Microsoft Corp. | 9.86% | 1,014,172 | $504.5M | Reduce -4.4% |
| TSM Taiwan Semiconductor-SP ADR | 9.82% | 2,218,034 | $502.4M | Add +135.5% |
| VEEV Veeva Systems Inc. Class A | 8.79% | 1,561,284 | $449.6M | Add +11.1% |
| DE Deere & Co. | 8.31% | 835,657 | $424.9M | Reduce -5.4% |
| WCN Waste Connections Inc. | 7.80% | 2,137,774 | $399.2M | Add +0.7% |
| VMC Vulcan Materials Co. | 7.24% | 1,419,652 | $370.3M | Add +1.7% |
| HLT Hilton Worldwide Holdings Inc. | 6.81% | 1,307,393 | $348.2M | Reduce -9.2% |
| GWRE Guidewire Software Inc. | 5.75% | 1,248,122 | $293.9M | Reduce -28.7% |
| TMO Thermo Fisher Scientific Inc. | 4.85% | 611,951 | $248.1M | Reduce -5.5% |
| NOW ServiceNow Inc. | 4.29% | 213,317 | $219.3M | Add +6.0% |
Portfolio Sells Q1 2025 → Q2 2025
| TMO Thermo Fisher Scientific Inc. | Reduce -5.5% | 4.85% | −2.28 |
| TDG Transdigm Group Inc. | Reduce -7.9% | 15.83% | −1.87 |
| GWRE Guidewire Software Inc. | Reduce -28.7% | 5.75% | −1.52 |
| AMZN Amazon.com Inc. | Reduce -13.4% | 10.65% | −1.42 |
| DE Deere & Co. | Reduce -5.4% | 8.31% | −0.87 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -9.2% | 6.81% | −0.45 |
| MSFT Microsoft Corp. | Reduce -4.4% | 9.86% | +1.05 |
Portfolio Buys Q1 2025 → Q2 2025
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 |