13F-HR filed by Stockbridge Partners LLC
Stockbridge Partners LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 14 holding rows worth $5,171,931,343.
- Accession
- 0000919574-25-006813
- Filer
- CIK 1505183
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 14 entries on the cover page, a total value of $5,171,931,343 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,171,931,343 with VALUE read as dollars as filed, 13F file number 028-14383. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerBerkshire Partners Holdings LLC028-16056
- included managerBPSP, L.P.028-16060
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 525,233 | $692,267,599 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,128,453 | $594,455,638 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,426,541 | $532,795,607 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 930,812 | $482,114,075 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 1,396,525 | $429,599,021 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 2,234,527 | $392,829,847 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,306,224 | $389,137,192 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 419,795 | $386,328,943 | dollars as filed | |
| Deere & Company | 244199105 | COM | 797,359 | $364,600,376 | dollars as filed | |
| KLA CORP | 482480100 | COM | 310,675 | $335,094,055 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 1,039,356 | $238,906,370 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 886,951 | $230,110,567 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 207,584 | $100,682,392 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 82,119 | $3,009,661 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-25-006813 | this filing | 2025-11-14 | acceptance time not in the bulk data set |