Stockbridge Partners LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Stockbridge Partners LLC disclosed 16 US equity positions worth $4.1bn in its Q1 2026 13F filing. The largest position was TSM at 17.6% of the reported book, followed by AMZN and TDG.
What did Stockbridge Partners LLC own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 17.6% | $727.2m | 2,151,675 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 12.5% | $515.5m | 2,474,931 | – | |
| 3 | TDG TRANSDIGM GROUP INC | Industrials | 12.2% | $503.3m | 434,281 | – | |
| 4 | WCN WASTE CONNECTIONS INC | Industrials | 9.6% | $398.2m | 2,451,169 | – | |
| 5 | DE DEERE & CO | Industrials | 7.7% | $318.2m | 564,933 | – | |
| 6 | VMC VULCAN MATLS CO | Basic Materials | 7.5% | $310.9m | 1,141,672 | – | |
| 7 | GOOGL ALPHABET INC | Communication Services | 6.8% | $280.8m | 976,482 | – | |
| 8 | NVDA NVIDIA CORPORATION | Technology | 6.5% | $267.2m | 1,532,118 | – | |
| 9 | KLAC KLA CORP | Technology | 4.7% | $196.2m | 133,271 | – | |
| 10 | MSFT MICROSOFT CORP | Technology | 4.7% | $194.6m | 525,737 | – | |
| 11 | ALSN ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 2.9% | $120.6m | 1,030,398 | – | |
| 12 | MA MASTERCARD INCORPORATED | Financial Services | 2.5% | $102.9m | 205,974 | – | |
| 13 | V VISA INC | Financial Services | 2.5% | $101.9m | 337,310 | – | |
| 14 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 1.5% | $62.0m | 729,594 | – | |
| 15 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 0.5% | $20.4m | 136,435 | – | |
| 16 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 0.5% | $19.0m | 32,213 | – |
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.