Stockbridge Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Stockbridge Partners LLC disclosed 13 US equity positions worth $4.5bn in its Q4 2025 13F filing. The largest position was TSM at 14.2% of the reported book, followed by TDG and AMZN. Against the Q3 2025 filing, it opened 1 new position, added to 3 and reduced 6 among the top 13 holdings.
What did Stockbridge Partners LLC own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 14.2% | $644.5m | 2,120,920 | -0% | held |
| 2 | TDG TRANSDIGM GROUP INC | Industrials | 12.7% | $577.5m | 434,280 | -17% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 10.0% | $456.1m | 1,975,866 | -19% | reduced |
| 4 | WCN WASTE CONNECTIONS INC | Industrials | 9.1% | $415.1m | 2,367,313 | 6% | added |
| 5 | VMC VULCAN MATLS CO | Basic Materials | 8.3% | $375.7m | 1,317,084 | -6% | reduced |
| 6 | DE DEERE & CO | Industrials | 8.0% | $362.3m | 778,195 | -2% | reduced |
| 7 | MSFT MICROSOFT CORP | Technology | 8.0% | $362.0m | 748,574 | -20% | reduced |
| 8 | VEEV VEEVA SYS INC | Healthcare | 6.4% | $290.8m | 1,302,898 | -0% | held |
| 9 | NOW SERVICENOW INC | Technology | 6.4% | $290.7m | 1,897,705 | 352% | added |
| 10 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 6.4% | $290.5m | 1,445,206 | 39% | added |
| 11 | GOOGL ALPHABET INC | Communication Services | 6.4% | $289.7m | 925,406 | – | new |
| 12 | KLAC KLA CORP | Technology | 4.1% | $185.8m | 152,948 | -51% | reduced |
| 13 | KLAR KLARNA GROUP PLC | Financial Services | 0.1% | $2.4m | 82,119 | 0% | held |
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.