Stockbridge Partners
Stockbridge Partners (Stockbridge Partners LLC) reported 17 positions worth $4.75B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (20.8%). Biggest move: add FWONK ($274.3M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $990.0M | 20.83% | 1.5 Years | 2,072,924 | — | — | |
| ▸ 2 | TDG | SH | $578.5M | 12.17% | 5.5 Years | 434,281 | — | — | |
| ▸ 3 | GOOGL | SH | $447.7M | 9.42% | 3 Q | 1,252,838 | — | — | |
| ▸ 4 | AMZN | SH | $423.3M | 8.91% | 5.5 Years | 1,776,149 | — | — | |
| ▸ 5 | DE | SH | $360.0M | 7.57% | 2.3 Years | 567,456 | — | — | |
| ▸ 6 | FWONK | SH | $343.7M | 7.23% | 2 Q | 3,613,069 | — | — | |
| ▸ 7 | VMC | SH | $314.5M | 6.62% | 5.5 Years | 1,065,963 | — | — | |
| ▸ 8 | NVDA | SH | $259.2M | 5.45% | 2 Q | 1,295,226 | — | — | |
| ▸ 9 | WCN | SH | $193.6M | 4.07% | 2.8 Years | 1,161,217 | — | — | |
| ▸ 10 | V | SH | $191.1M | 4.02% | 2 Q | 557,138 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| TCI Fund Management (Chris Hohn) | 16.7% | MLM, VMC, V, GOOGL |
| Egerton Capital (UK) | 14.3% | VMC, V, AMZN, NVDA, MA |
| Altimeter Capital Management | 12.1% | TSM, AMZN, GOOGL, NVDA |
| Weitz Investment Management | 11.7% | MLM, TSM, VMC, V, AMZN, NVDA, MA |
| Sands Capital Management | 11.4% | FWONK, TSM, TDG, WWD, V, AMZN, WCN, GOOGL +1 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Stockbridge Partners hold as of Q2 2026?
Stockbridge Partners reported 17 positions worth $4.75B in its Q2 2026 13F filing. Largest positions: TSM (20.8%), TDG (12.2%), GOOGL (9.4%), AMZN (8.9%) and DE (7.6%).
What did Stockbridge Partners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stockbridge Partners sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.