Stockbridge Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Stockbridge Partners LLC reported 16 stock positions worth $4.1 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 17.6% of the portfolio, followed by Amazon.com (AMZN, 12.5%) and Transdigm (TDG, 12.2%). Compared with Q4 2025, it opened 6 new positions, sold out of 3, added to 5 and reduced 5. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Veeva Systems Class A (VEEV).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001505183
- Portfolio Value
- $4.1B (Q1 2026)
- SEC Filing
- 0000919574-26-003151 ↗ filed May 15, 2026
Holdings Value
Holdings 16 stocks · $4.1B
| TSM Taiwan Semiconductor-SP ADR | 17.57% | 2,151,675 | $727.2M | Add +1.4% |
| AMZN Amazon.com Inc. | 12.45% | 2,474,931 | $515.5M | Add +25.3% |
| TDG Transdigm Group Inc. | 12.16% | 434,281 | $503.3M | Add +0.0% |
| WCN Waste Connections Inc. | 9.62% | 2,451,169 | $398.2M | Add +3.5% |
| DE Deere & Co. | 7.69% | 564,933 | $318.2M | Reduce -27.4% |
| VMC Vulcan Materials Co. | 7.51% | 1,141,672 | $310.9M | Reduce -13.3% |
| GOOGL Alphabet Inc. Class A | 6.78% | 976,482 | $280.8M | Add +5.5% |
| NVDA Nvidia Corp. | 6.46% | 1,532,118 | $267.2M | New |
| KLAC KLA Corp. | 4.74% | 133,271 | $196.2M | Reduce -12.9% |
| MSFT Microsoft Corp. | 4.70% | 525,737 | $194.6M | Reduce -29.8% |
| ALSN Allison Transmission Holding | 2.91% | 1,030,398 | $120.6M | New |
| MA Mastercard Inc. Class A | 2.49% | 205,974 | $102.9M | New |
| V Visa Inc. Class A | 2.46% | 337,310 | $101.9M | New |
| FWONK Liberty Media Corp. Class C | 1.50% | 729,594 | $62.0M | New |
| GWRE Guidewire Software Inc. | 0.49% | 136,435 | $20.4M | Reduce -90.6% |
| MLM Martin Marietta Materials | 0.46% | 32,213 | $19.0M | New |
Portfolio Sells Q4 2025 → Q1 2026
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −6.40 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −6.40 |
| GWRE Guidewire Software Inc. | Reduce -90.6% | 0.49% | −5.90 |
| MSFT Microsoft Corp. | Reduce -29.8% | 4.70% | −3.27 |
| VMC Vulcan Materials Co. | Reduce -13.3% | 7.51% | −0.76 |
| DE Deere & Co. | Reduce -27.4% | 7.69% | −0.29 |
| KLAR Klarna Group PLC | Sold out | 0.00% | −0.05 |
| KLAC KLA Corp. | Reduce -12.9% | 4.74% | +0.65 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | New | 6.46% | +6.46 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 17.57% | +3.38 |
| ALSN Allison Transmission Holding | New | 2.91% | +2.91 |
| MA Mastercard Inc. Class A | New | 2.49% | +2.49 |
| V Visa Inc. Class A | New | 2.46% | +2.46 |
| AMZN Amazon.com Inc. | Add +25.3% | 12.45% | +2.42 |
| FWONK Liberty Media Corp. Class C | New | 1.50% | +1.50 |
| WCN Waste Connections Inc. | Add +3.5% | 9.62% | +0.48 |
| MLM Martin Marietta Materials | New | 0.46% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +5.5% | 6.78% | +0.41 |
| TDG Transdigm Group Inc. | Add +0.0% | 12.16% | −0.55 |
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 |