Universe · entity
Stockbridge Partners LLC
Institutional manager (13F) · CIK 1505183
13F holdings · as of 2026-03-31 · top 16 · reported portfolio $4.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $727M | 2,151,675 |
| 2 | AMAZON COM INC | $515M | 2,474,931 |
| 3 | TRANSDIGM GROUP INC | $503M | 434,281 |
| 4 | WASTE CONNECTIONS INC | $398M | 2,451,169 |
| 5 | DEERE & CO | $318M | 564,933 |
| 6 | VULCAN MATLS CO | $311M | 1,141,672 |
| 7 | ALPHABET INC | $281M | 976,482 |
| 8 | NVIDIA CORPORATION | $267M | 1,532,118 |
| 9 | KLA CORP | $196M | 133,271 |
| 10 | MICROSOFT CORP | $195M | 525,737 |
| 11 | ALLISON TRANSMISSION HLDGS I | $121M | 1,030,398 |
| 12 | MASTERCARD INCORPORATED | $103M | 205,974 |
| 13 | VISA INC | $102M | 337,310 |
| 14 | LIBERTY MEDIA CORP DEL | $62M | 729,594 |
| 15 | GUIDEWIRE SOFTWARE INC | $20M | 136,435 |
| 16 | MARTIN MARIETTA MATLS INC | $19M | 32,213 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.