StockDriftsStockDriftsTop 16 Stockbridge Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 17.57% | 2.15M | $727.2M | +1.45%(+30.75K) | $191.75(+110.88%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 12.45% | 2.47M | $515.5M | +25.26%(+499.06K) | $152.26(+73.47%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 12.16% | 434.3K | $503.3M | +0.00%(+1) | $224.68(+411.38%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 9.62% | 2.45M | $398.2M | +3.54%(+83.86K) | $158.88(-1.43%) | 2026-03-31 | |
| DE | DEERE & CO | 7.69% | 564.9K | $318.2M | -27.40%(-213.26K) | $394.27(+42.50%) | 2026-03-31 | |
| VMC | VULCAN MATLS CO | 7.51% | 1.14M | $310.9M | -13.32%(-175.41K) | $183.27(+46.14%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.78% | 976.5K | $280.8M | +5.52%(+51.08K) | $279.21(+42.11%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.46% | 1.53M | $267.2M | new | $180.45(+24.87%) | 2026-03-31 | |
| KLAC | KLA CORP | 4.74% | 133.3K | $196.2M | -12.87%(-19.68K) | $987.17(+82.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.7% | 525.7K | $194.6M | -29.77%(-222.84K) | $304.51(+38.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.90% | +63.89% |
| Top 20 Holdings Unweighted | +19.12% | +69.04% |
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