Stockbridge Partners LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Stockbridge Partners LLC disclosed 12 US equity positions worth $5.1bn in its Q2 2025 13F filing. The largest position was TDG at 15.8% of the reported book, followed by AMZN and MSFT. Against the Q1 2025 filing, it opened 0 new positions, added to 5 and reduced 7 among the top 12 holdings.
What did Stockbridge Partners LLC own in Q2 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 15.8% | $809.8m | 532,551 | -8% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 10.7% | $544.8m | 2,483,249 | -13% | reduced |
| 3 | MSFT MICROSOFT CORP | Technology | 9.9% | $504.5m | 1,014,172 | -4% | reduced |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 9.8% | $502.4m | 2,218,034 | 136% | added |
| 5 | VEEV VEEVA SYS INC | Healthcare | 8.8% | $449.6m | 1,561,284 | 11% | added |
| 6 | DE DEERE & CO | Industrials | 8.3% | $424.9m | 835,657 | -5% | reduced |
| 7 | WCN WASTE CONNECTIONS INC | Industrials | 7.8% | $399.2m | 2,137,774 | 1% | added |
| 8 | VMC VULCAN MATLS CO | Basic Materials | 7.2% | $370.3m | 1,419,652 | 2% | added |
| 9 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 6.8% | $348.2m | 1,307,393 | -9% | reduced |
| 10 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 5.7% | $293.9m | 1,248,122 | -29% | reduced |
| 11 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 4.9% | $248.1m | 611,951 | -5% | reduced |
| 12 | NOW SERVICENOW INC | Technology | 4.3% | $219.3m | 213,317 | 6% | added |
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.