Stockbridge Partners LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Stockbridge Partners LLC held in its portfolio 13 assets valued at $4,543,169,740 (i.e. $4.54B).

The most valuable assets in the portfolio included: TAIWAN SEMICONDUCTOR MFG LTD ($644.53M), TRANSDIGM GROUP INC ($577.53M), and AMAZON COM INC ($456.07M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Stockbridge Partners LLC Portfolio

TAIWAN SEMICONDUCTOR MFG LTD

TRANSDIGM GROUP INC

AMAZON COM INC

WASTE CONNECTIONS INC

VULCAN MATLS CO

DEERE & CO

MICROSOFT CORP

VEEVA SYS INC

SERVICENOW INC

GUIDEWIRE SOFTWARE INC

Stockbridge Partners LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TAIWAN SEMICONDUCTOR MFG LTD	2120920	644526379	SPONSORED ADS
TRANSDIGM GROUP INC	434280	577527258	COM
AMAZON COM INC	1975866	456069390	COM
WASTE CONNECTIONS INC	2367313	415132008	COM
VULCAN MATLS CO	1317084	375658699	COM
DEERE & CO	778195	362304246	COM
MICROSOFT CORP	748574	362025358	COM
VEEVA SYS INC	1302898	290845921	CL A COM
SERVICENOW INC	1897705	290709429	COM
GUIDEWIRE SOFTWARE INC	1445206	290500858	COM
ALPHABET INC	925406	289652078	CAP STK CL A
KLA CORP	152948	185844056	COM NEW
KLARNA GROUP PLC	82119	2374060	SHS