Stockbridge Partners LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Stockbridge Partners LLC disclosed 17 US equity positions worth $4.8bn in its Q2 2026 13F filing. The largest position was TSM at 20.8% of the reported book, followed by TDG and GOOGL. Against the Q1 2026 filing, it opened 3 new positions, added to 7 and reduced 5 among the top 17 holdings.
What did Stockbridge Partners LLC own in Q2 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 20.8% | $990.0m | 2,072,924 | -4% | reduced |
| 2 | TDG TRANSDIGM GROUP INC | Industrials | 12.2% | $578.5m | 434,281 | 0% | held |
| 3 | GOOGL ALPHABET INC | Communication Services | 9.4% | $447.7m | 1,252,838 | 28% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 8.9% | $423.3m | 1,776,149 | -28% | reduced |
| 5 | DE DEERE & CO | Industrials | 7.6% | $360.0m | 567,456 | 0% | held |
| 6 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 7.2% | $343.7m | 3,613,069 | 395% | added |
| 7 | VMC VULCAN MATLS CO | Basic Materials | 6.6% | $314.5m | 1,065,963 | -7% | reduced |
| 8 | NVDA NVIDIA CORPORATION | Technology | 5.5% | $259.2m | 1,295,226 | -15% | reduced |
| 9 | WCN WASTE CONNECTIONS INC | Industrials | 4.1% | $193.6m | 1,161,217 | -53% | reduced |
| 10 | V VISA INC | Financial Services | 4.0% | $191.1m | 557,138 | 65% | added |
| 11 | ALSN ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 3.6% | $169.1m | 1,499,984 | 46% | added |
| 12 | MA MASTERCARD INCORPORATED | Financial Services | 3.5% | $164.3m | 319,922 | 55% | added |
| 13 | WWD WOODWARD INC | Industrials | 2.4% | $115.2m | 270,673 | – | new |
| 14 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 2.0% | $93.5m | 759,827 | 457% | added |
| 15 | VEEV VEEVA SYS INC | Healthcare | 1.5% | $71.8m | 404,617 | – | new |
| 16 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 0.5% | $24.5m | 42,450 | 32% | added |
| 17 | TTAN SERVICETITAN INC | Technology | 0.3% | $13.3m | 188,565 | – | 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.