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Stockbridge Partners LLC

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13F filer, CIK 1505183, Boston, MA

Stockbridge Partners LLC reported $4,543,169,740 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 89.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-001019

Period
2025-12-31
Reported value
$4.54B
Holdings
13
Top 10 weight
89.48%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+925,406$290M
NOWadded+1,477,910$226M
GWREadded+405,850$81.6M
WCNadded+132,786$23.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HLTexited-886,951-$230M
KLACreduced-157,727-$192M
TDGreduced-90,953-$121M
AMZNreduced-450,675-$104M
TMOexited-207,584-$101M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-001019, largest first. % of portfolio is the value over $4,543,169,740, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 941,661 shares; 2025Q2: 2,218,034 shares; 2025Q3: 2,128,453 shares; 2025Q4: 2,120,920 shares 2,120,920$645M14.19%-7,533Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,338 shares; 2024Q4: 668,285 shares; 2025Q1: 578,251 shares; 2025Q2: 532,551 shares; 2025Q3: 525,233 shares; 2025Q4: 434,280 shares 434,280$578M12.71%-90,953Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362,417 shares; 2024Q4: 3,315,726 shares; 2025Q1: 2,866,429 shares; 2025Q2: 2,483,249 shares; 2025Q3: 2,426,541 shares; 2025Q4: 1,975,866 shares 1,975,866$456M10.04%-450,675Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841,010 shares; 2024Q4: 1,968,464 shares; 2025Q1: 2,123,309 shares; 2025Q2: 2,137,774 shares; 2025Q3: 2,234,527 shares; 2025Q4: 2,367,313 shares 2,367,313$415M9.14%+132,786Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568,564 shares; 2024Q4: 1,746,482 shares; 2025Q1: 1,395,495 shares; 2025Q2: 1,419,652 shares; 2025Q3: 1,396,525 shares; 2025Q4: 1,317,084 shares 1,317,084$376M8.27%-79,441Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,237 shares; 2024Q4: 882,306 shares; 2025Q1: 883,417 shares; 2025Q2: 835,657 shares; 2025Q3: 797,359 shares; 2025Q4: 778,195 shares 778,195$362M7.97%-19,164Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,278 shares; 2024Q4: 846,730 shares; 2025Q1: 1,060,920 shares; 2025Q2: 1,014,172 shares; 2025Q3: 930,812 shares; 2025Q4: 748,574 shares 748,574$362M7.97%-182,238Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 652,840 shares; 2025Q1: 1,405,532 shares; 2025Q2: 1,561,284 shares; 2025Q3: 1,306,224 shares; 2025Q4: 1,302,898 shares 1,302,898$291M6.4%-3,326Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,140 shares; 2025Q2: 213,317 shares; 2025Q3: 419,795 shares; 2025Q4: 1,897,705 shares 1,897,705$291M6.4%+1,477,910Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473,475 shares; 2024Q4: 2,678,857 shares; 2025Q1: 1,751,068 shares; 2025Q2: 1,248,122 shares; 2025Q3: 1,039,356 shares; 2025Q4: 1,445,206 shares 1,445,206$291M6.39%+405,850Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925,406 shares 925,406$290M6.38%newTimeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310,675 shares; 2025Q4: 152,948 shares 152,948$186M4.09%-157,727Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,119 shares; 2025Q4: 82,119 shares 82,119$2.37M0.05%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HLTHILTON WORLDWIDE HLDGS INC886,951$230Mshares
TMOTHERMO FISHER SCIENTIFIC INC207,584$101Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-001019 base2026-02-17acceptance time not in the bulk data set