Stockbridge Partners LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Stockbridge Partners LLC disclosed 12 US equity positions worth $4.5bn in its Q1 2025 13F filing. The largest position was TDG at 17.7% of the reported book, followed by AMZN and DE. Against the Q4 2024 filing, it opened 2 new positions, added to 4 and reduced 5 among the top 12 holdings.
What did Stockbridge Partners LLC own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 17.7% | $799.9m | 578,251 | -13% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 12.1% | $545.4m | 2,866,429 | -14% | reduced |
| 3 | DE DEERE & CO | Industrials | 9.2% | $414.6m | 883,417 | 0% | held |
| 4 | WCN WASTE CONNECTIONS INC | Industrials | 9.2% | $414.4m | 2,123,309 | 8% | added |
| 5 | MSFT MICROSOFT CORP | Technology | 8.8% | $398.3m | 1,060,920 | 25% | added |
| 6 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 7.3% | $328.1m | 1,751,068 | -35% | reduced |
| 7 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 7.3% | $327.8m | 1,440,389 | -4% | reduced |
| 8 | VMC VULCAN MATLS CO | Basic Materials | 7.2% | $325.6m | 1,395,495 | -20% | reduced |
| 9 | VEEV VEEVA SYS INC | Healthcare | 7.2% | $325.6m | 1,405,532 | 115% | added |
| 10 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 7.1% | $322.1m | 647,309 | 14% | added |
| 11 | NOW SERVICENOW INC | Technology | 3.5% | $160.1m | 201,140 | – | new |
| 12 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.5% | $156.3m | 941,661 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.