Stockbridge Partners
Stockbridge Partners LLC · CIK 0001505183 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.75B
2026 Q2
Positions
17
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TSM
TAIWAN SEMICONDUCTOR MANUFAC
20.8%
TDG
TRANSDIGM GROUP INC
12.2%
GOOGL
ALPHABET INC
9.4%
AMZN
AMAZON COM INC
8.9%
DE
DEERE & CO
7.6%
FWONK
LIBERTY MEDIA CORP DEL
7.2%
VMC
VULCAN MATLS CO
6.6%
NVDA
NVIDIA CORPORATION
5.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
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
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.