Funds › Stockbridge Partners LLC
Stockbridge Partners LLC
13F for Q3 2026, filed Nov 13, 2026. 19 positions worth $4.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2.02M | $921.7M | 22.0% | -2.5% | 13F ↗ |
| 2 | TDG Transdigm Group Incorporated | 434,281 | $470.2M | 11.2% | Unchanged | 13F ↗ |
| 3 | FWONK Liberty Media Corporation Series C | 4.07M | $376.0M | 9.0% | +12.6% | 13F ↗ |
| 4 | VMC Vulcan Materials Company | 933,857 | $228.4M | 5.5% | -12.4% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 836,031 | $208.3M | 5.0% | -52.9% | 13F ↗ |
| 6 | NVDA NVIDIA Corporation | 907,666 | $207.3M | 5.0% | -29.9% | 13F ↗ |
| 7 | GOOGL Alphabet Inc. Class A | 593,099 | $204.1M | 4.9% | -52.7% | 13F ↗ |
| 8 | V Visa Inc. | 552,588 | $198.6M | 4.7% | -0.8% | 13F ↗ |
| 9 | MA Mastercard Incorporated | 356,345 | $196.5M | 4.7% | +11.4% | 13F ↗ |
| 10 | DE Deere & Company | 291,759 | $195.9M | 4.7% | -48.6% | 13F ↗ |
| 11 | ALSN Allison Transmission Holdings, Inc. | 1.48M | $167.8M | 4.0% | -1.2% | 13F ↗ |
| 12 | WWD Woodward, Inc. | 438,345 | $144.0M | 3.4% | +61.9% | 13F ↗ |
| 13 | PCOR Procore Technologies, Inc. | 2.54M | $131.5M | 3.1% | New | 13F ↗ |
| 14 | VEEV Veeva Systems Inc. | 422,296 | $120.5M | 2.9% | +4.4% | 13F ↗ |
| 15 | DAL Delta Air Lines, Inc. | 1.34M | $112.0M | 2.7% | New | 13F ↗ |
| 16 | WCN Waste Connections, Inc. | 714,256 | $109.9M | 2.6% | -38.5% | 13F ↗ |
| 17 | MLM Martin Marietta Materials, Inc. | 181,238 | $87.0M | 2.1% | +327% | 13F ↗ |
| 18 | GWRE Guidewire Software, Inc. | 582,243 | $83.0M | 2.0% | -23.4% | 13F ↗ |
| 19 | TTAN ServiceTitan, Inc. | 296,611 | $19.5M | 0.5% | +57.3% | 13F ↗ |
Changes since Q2 2026
2 new, 6 added to, 10 trimmed, 0 exited, 1 unchanged. By estimated dollars.
New positions (2)
Added to (6)
Trimmed (10)
| AMZN Amazon.com, Inc. | 836,031 | -52.9% | -$234.2M |
| GOOGL Alphabet Inc. Class A | 593,099 | -52.7% | -$227.0M |
| DE Deere & Company | 291,759 | -48.6% | -$185.1M |
| NVDA NVIDIA Corporation | 907,666 | -29.9% | -$88.5M |
| WCN Waste Connections, Inc. | 714,256 | -38.5% | -$68.8M |
| VMC Vulcan Materials Company | 933,857 | -12.4% | -$32.3M |
| GWRE Guidewire Software, Inc. | 582,243 | -23.4% | -$25.3M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2.02M | -2.5% | -$23.9M |
| ALSN Allison Transmission Holdings, Inc. | 1.48M | -1.2% | -$2.0M |
| V Visa Inc. | 552,588 | -0.8% | -$1.6M |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 19 | $4.2B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 17 | $4.8B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 16 | $4.1B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 13 | $4.5B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 14 | $5.2B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 12 | $5.1B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 12 | $4.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer