Stockbridge Partners LLC
CIK 1505183
13F filing for Q2 2026・No. 945
- Holdings
- US$4.75B
- Quarter change
- +US$614.32M
- Entries
- 17
- Net bought (estimate)
- −US$35.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 2
- Cut 5
- Added 8
- Corporate actions 0
- Unchanged 1
Largest holdings
17 stocks worth US$4.75B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Cut | 2,072,924 | US$989.97M | 20.83% |
| TDGTRANSDIGM GROUP INCCOM | Unchanged | 434,281 | US$578.48M | 12.17% |
| GOOGLAlphabetCAP STK CL A | Added | 1,252,838 | US$447.73M | 9.42% |
| AMZNAmazonCOM | Cut | 1,776,149 | US$423.33M | 8.91% |
| DEDEERE & COCOM | Added | 567,456 | US$359.95M | 7.57% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Added | 3,613,069 | US$343.75M | 7.23% |
| VMCVULCAN MATLS COCOM | Cut | 1,065,963 | US$314.47M | 6.62% |
| NVDANvidiaCOM | Cut | 1,295,226 | US$259.16M | 5.45% |
| WCNWASTE CONNECTIONS INCCOM | Cut | 1,161,217 | US$193.56M | 4.07% |
| VVISA INCCOM CL A | Added | 557,138 | US$191.15M | 4.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.