Stockbridge Partners LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Stockbridge Partners LLC disclosed 14 US equity positions worth $5.2bn in its Q3 2025 13F filing. The largest position was TDG at 13.4% of the reported book, followed by TSM and AMZN. Against the Q2 2025 filing, it opened 2 new positions, added to 2 and reduced 10 among the top 14 holdings.
What did Stockbridge Partners LLC own in Q3 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 13.4% | $692.3m | 525,233 | -1% | reduced |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 11.5% | $594.5m | 2,128,453 | -4% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 10.3% | $532.8m | 2,426,541 | -2% | reduced |
| 4 | MSFT MICROSOFT CORP | Technology | 9.3% | $482.1m | 930,812 | -8% | reduced |
| 5 | VMC VULCAN MATLS CO | Basic Materials | 8.3% | $429.6m | 1,396,525 | -2% | reduced |
| 6 | WCN WASTE CONNECTIONS INC | Industrials | 7.6% | $392.8m | 2,234,527 | 5% | added |
| 7 | VEEV VEEVA SYS INC | Healthcare | 7.5% | $389.1m | 1,306,224 | -16% | reduced |
| 8 | NOW SERVICENOW INC | Technology | 7.5% | $386.3m | 419,795 | 97% | added |
| 9 | DE DEERE & CO | Industrials | 7.0% | $364.6m | 797,359 | -5% | reduced |
| 10 | KLAC KLA CORP | Technology | 6.5% | $335.1m | 310,675 | – | new |
| 11 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 4.6% | $238.9m | 1,039,356 | -17% | reduced |
| 12 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 4.4% | $230.1m | 886,951 | -32% | reduced |
| 13 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.9% | $100.7m | 207,584 | -66% | reduced |
| 14 | KLAR KLARNA GROUP PLC | Financial Services | 0.1% | $3.0m | 82,119 | – | 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.