Stockbridge Partners LLC: 13F holdings
CIK 15051832026Q2
| Positions | 17 |
|---|
| Reported value | $4.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 17 (+1 vs prior quarter) |
|---|
| Reported value | $4.8bn (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 2,072,924 | $990.0m | 20.8% |
| TDG TRANSDIGM GROUP INC | 434,281 | $578.5m | 12.2% |
| GOOGL ALPHABET INC | 1,252,838 | $447.7m | 9.4% |
| AMZN AMAZON COM INC | 1,776,149 | $423.3m | 8.9% |
| DE DEERE & CO | 567,456 | $360.0m | 7.6% |
| FWONK LIBERTY MEDIA CORP DEL | 3,613,069 | $343.7m | 7.2% |
| VMC VULCAN MATLS CO | 1,065,963 | $314.5m | 6.6% |
| NVDA NVIDIA CORPORATION | 1,295,226 | $259.2m | 5.5% |
| WCN WASTE CONNECTIONS INC | 1,161,217 | $193.6m | 4.1% |
| V VISA INC | 557,138 | $191.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1505183")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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