The Analysis of Stockbridge Partners LLC's Holdings


Currently, Stockbridge Partners LLC holds 13 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in N/A (+925.4K shares, valued at $289.7M), NOW (+1.5M shares, valued at $226.4M), GWRE (+405.9K shares, valued at $81.6M); decreased their positions in KLAC (-157.7K shares, valued at $191.7M), TDG (-91.0K shares, valued at $121.0M), AMZN (-450.7K shares, valued at $104.0M); initiated new positions in N/A (+925.4K shares, valued at $289.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD2.1M shares-0.35%2025-12-312026-02-17history
TDG TRANSDIGM GROUP INC434.3K shares-17.32%2025-12-312026-02-17history
AMZN AMAZON COM INC2.0M shares-18.57%2025-12-312026-02-17history
WCN WASTE CONNECTIONS INC2.4M shares5.94%2025-12-312026-02-17history
VMC VULCAN MATLS CO1.3M shares-5.69%2025-12-312026-02-17history
DE DEERE & CO778.2K shares-2.40%2025-12-312026-02-17history
MSFT MICROSOFT CORP748.6K shares-19.58%2025-12-312026-02-17history
VEEV VEEVA SYS INC1.3M shares-0.25%2025-12-312026-02-17history
Sponsored
NOW SERVICENOW INC1.9M shares352.06%2025-12-312026-02-17history
GWRE GUIDEWIRE SOFTWARE INC1.4M shares39.05%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC925.4K sharesnew addition2025-12-312026-02-17history
KLAC KLA CORP152.9K shares-50.77%2025-12-312026-02-17history
KLAR KLARNA GROUP PLC82.1K shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available