StockDriftsStockDriftsTop 17 Stockbridge Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 20.83% | 2.07M | $990.0M | -3.66%(-78.75K) | $191.75(+124.51%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 12.17% | 434.3K | $578.5M | +0.00%(+0) | $224.68(+454.70%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 9.42% | 1.25M | $447.7M | +28.30%(+276.36K) | $287.20(+20.60%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 8.91% | 1.78M | $423.3M | -28.23%(-698.78K) | $152.26(+74.12%) | 2026-06-30 | |
| DE | DEERE & CO | 7.57% | 567.5K | $360.0M | +0.45%(+2.52K) | $395.16(+54.97%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 7.23% | 3.61M | $343.7M | +395.22%(+2.88M) | $89.52(+15.83%) | 2026-06-30 | |
| VMC | VULCAN MATLS CO | 6.62% | 1.07M | $314.5M | -6.63%(-75.71K) | $183.27(+51.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.45% | 1.30M | $259.2M | -15.46%(-236.89K) | $180.45(+24.85%) | 2026-06-30 | |
| WCN | WASTE CONNECTIONS INC | 4.07% | 1.16M | $193.6M | -52.63%(-1.29M) | $158.88(+4.18%) | 2026-06-30 | |
| V | VISA INC | 4.02% | 557.1K | $191.1M | +65.17%(+219.83K) | $324.44(+12.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.53% | +58.23% | +8.04% | +47.23% |
| Top 20 Holdings Unweighted | +15.04% | +52.25% | +3.44% | +18.45% |
Stockbridge Partners LLC reports $4.75B in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are TSM (20.8%), TDG (12.2%) and GOOGL (9.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +58.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stockbridge Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1505183). View Stockbridge Partners LLC’s 13F filings on SEC