Investor
Stockbridge Partners LLC
CIK 0001505183 · filed 2026-05-15 · SEC filing
13F book
$4.14B
Positions
16
6 new · 3 sold
Largest name
17.6%
Taiwan Semiconductor Mfg Ltd
Est. mark
−$92.6M
Price effect on 10 names still held. Flow −$311.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 2.15M | $727.2M | 17.6% | $72.2M | Added$82.6M |
| Amazon Com Inc | AMZN | 2.47M | $515.5M | 12.5% | −$44.6M | Added$59.4M |
| Transdigm Group Inc | TDG | 434.3K | $503.3M | 12.2% | −$74.2M | Added−$74.2M |
| Waste Connections, Inc. | WCN | 2.45M | $398.2M | 9.6% | −$30.6M | Added−$17M |
| Deere & Co | DE | 564.9K | $318.2M | 7.7% | $55.2M | Cut−$44.1M |
| Vulcan Matls Co | — | 1.14M | $310.9M | 7.5% | −$14.8M | Cut−$64.8M |
| Alphabet Inc | — | 976.5K | $280.8M | 6.8% | −$23.5M | Added−$8.85M |
| Nvidia Corp | NVDA | 1.53M | $267.2M | 6.5% | — | New |
| Kla Corp | KLAC | 133.3K | $196.2M | 4.7% | $34.3M | Cut$10.4M |
| Microsoft Corp | MSFT | 525.7K | $194.6M | 4.7% | −$59.6M | Cut−$167.4M |
| Allison Transmission Hldgs I | — | 1.03M | $120.6M | 2.9% | — | New |
| Mastercard Inc | MA | 206K | $102.9M | 2.5% | — | New |
| Visa Inc. | V | 337.3K | $101.9M | 2.5% | — | New |
| Liberty Media Corp Del | — | 729.6K | $62M | 1.5% | — | New |
| Guidewire Software, Inc. | GWRE | 136.4K | $20.4M | 0.5% | −$7.02M | Cut−$270.1M |
| Martin Marietta Matls Inc | — | 32.2K | $19M | 0.5% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.