Stockbridge Partners LLC Top Holdings and 13F Report (2026) About Stockbridge Partners LLCInvestment ActivityStockbridge Partners LLC has $4.75 billion in total holdings as of June 30, 2026.Stockbridge Partners LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 17.77% of the portfolio was purchased this quarter.About 18.51% of the portfolio was sold this quarter.This quarter, Stockbridge Partners LLC has purchased 16 new stocks and bought additional shares in 8 stocks.Stockbridge Partners LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $989,966,315Transdigm Group $578,479,663Alphabet $447,726,716Amazon.com $423,327,353Deere & Company $359,954,364 Largest New Holdings this Quarter 980745103 - Woodward $115,155,121 Holding922475108 - Veeva Systems $71,807,379 Holding81764X103 - SERVICETITAN INC $13,333,431 Holding Largest Purchases this Quarter Liberty Media Corporation - Liberty Formula One Series C 2,883,475 shares (about $274.33M)Woodward 270,673 shares (about $115.16M)Alphabet 276,356 shares (about $98.76M)Guidewire Software 623,392 shares (about $76.71M)Visa 219,828 shares (about $75.42M) Largest Sales this Quarter Waste Connections 1,289,952 shares (about $215.02M)Amazon.com 698,782 shares (about $166.55M)NVIDIA 236,892 shares (about $47.40M)Taiwan Semiconductor Manufacturing 78,751 shares (about $37.61M)Vulcan Materials 75,709 shares (about $22.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStockbridge Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$989,966,315$37,609,115 â–¼-3.7%2,072,92420.8%TechnologyTDGTransdigm Group$578,479,6630.0%434,28112.2%IndustrialsGOOGLAlphabet$447,726,716$98,761,344 â–²28.3%1,252,8389.4%Communication ServicesAMZNAmazon.com$423,327,353$166,547,702 â–¼-28.2%1,776,1498.9%Consumer DiscretionaryDEDeere & Company$359,954,364$1,600,415 â–²0.4%567,4567.6%IndustrialsFWONKLiberty Media Corporation - Liberty Formula One Series C$343,747,385$274,333,812 â–²395.2%3,613,0697.2%Communication ServicesVMCVulcan Materials$314,469,745$22,334,912 â–¼-6.6%1,065,9636.6%MaterialsNVDANVIDIA$259,161,770$47,399,720 â–¼-15.5%1,295,2265.5%TechnologyWCNWaste Connections$193,563,262$215,022,099 â–¼-52.6%1,161,2174.1%IndustrialsVVisa$191,148,476$75,420,788 â–²65.2%557,1384.0%FinanceALSNAllison Transmission$169,108,196$52,941,126 â–²45.6%1,499,9843.6%IndustrialsMAMastercard$164,311,939$58,523,693 â–²55.3%319,9223.5%FinanceWWDWoodward$115,155,121$115,155,121 â–²New Holding270,6732.4%IndustrialsGWREGuidewire Software$93,496,712$76,708,385 â–²456.9%759,8272.0%TechnologyVEEVVeeva Systems$71,807,379$71,807,379 â–²New Holding404,6171.5%HealthcareMLMMartin Marietta Materials$24,480,915$5,903,678 â–²31.8%42,4500.5%MaterialsSERVICETITAN INC$13,333,431$13,333,431 â–²New Holding188,5650.3%SHS CL AKLACKLA$0$196,229,553 â–¼-100.0%00.0%TechnologyMSFTMicrosoft$0$194,612,065 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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