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Stockbridge Partners LLC

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13F filer, CIK 1505183, Boston, MA

Stockbridge Partners LLC reported $4,753,238,742 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 86.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005193

Period
2026-06-30
Reported value
$4.75B
Holdings
17
Top 10 weight
86.29%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FWONKadded+2,883,475$274M
WWDnew+270,673$115M
GOOGLadded+276,356$98.8M
GWREadded+623,392$76.7M
Vadded+219,828$75.4M

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
WCNreduced-1,289,952-$215M
KLACexited-133,271-$196M
MSFTexited-525,737-$195M
AMZNreduced-698,782-$167M
NVDAreduced-236,892-$47.4M

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, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005193, largest first. % of portfolio is the value over $4,753,238,742, 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; 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; 2026Q1: 2,151,675 shares; 2026Q2: 2,072,924 shares 2,072,924$990M20.83%-78,751Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706,338 shares; 2024Q4: 668,285 shares; 2025Q1: 578,251 shares; 2025Q2: 532,551 shares; 2025Q3: 525,233 shares; 2025Q4: 434,280 shares; 2026Q1: 434,281 shares; 2026Q2: 434,281 shares 434,281$578M12.17%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925,406 shares; 2026Q1: 976,482 shares; 2026Q2: 1,252,838 shares 1,252,838$448M9.42%+276,356Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,474,931 shares; 2026Q2: 1,776,149 shares 1,776,149$423M8.91%-698,782Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884,237 shares; 2024Q4: 882,306 shares; 2025Q1: 883,417 shares; 2025Q2: 835,657 shares; 2025Q3: 797,359 shares; 2025Q4: 778,195 shares; 2026Q1: 564,933 shares; 2026Q2: 567,456 shares 567,456$360M7.57%+2,523Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729,594 shares; 2026Q2: 3,613,069 shares 3,613,069$344M7.23%+2,883,475Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,141,672 shares; 2026Q2: 1,065,963 shares 1,065,963$314M6.62%-75,709Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532,118 shares; 2026Q2: 1,295,226 shares 1,295,226$259M5.45%-236,892Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,451,169 shares; 2026Q2: 1,161,217 shares 1,161,217$194M4.07%-1,289,952Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337,310 shares; 2026Q2: 557,138 shares 557,138$191M4.02%+219,828Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030,398 shares; 2026Q2: 1,499,984 shares 1,499,984$169M3.56%+469,586Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,974 shares; 2026Q2: 319,922 shares 319,922$164M3.46%+113,948Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270,673 shares 270,673$115M2.42%newTimeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 136,435 shares; 2026Q2: 759,827 shares 759,827$93.5M1.97%+623,392Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: not reported; 2026Q2: 404,617 shares 404,617$71.8M1.51%newTimeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,213 shares; 2026Q2: 42,450 shares 42,450$24.5M0.52%+10,237Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188,565 shares 188,565$13.3M0.28%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
KLACKLA CORP133,271$196Mshares
MSFTMICROSOFT CORP525,737$195Mshares

How Q2 2026 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 0000919574-26-005193 base2026-08-14acceptance time not in the bulk data set