Stockbridge Partners LLC

CIK

1505183

Location

Boston, MA

Portfolio Value

Mid $4,753,238,736

Diversification

Diversified

Reports for

Berkshire Partners Holdings LLC BPSP, L.P.

Filing Date

Global Rank

#763 / 8,633 —

Top Industry

Semiconductors 26.3%

3Y Alpha vs SPY

+23.6%

Period ended 51 days ago

Filed Aug 14, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+198.2%

SPY

+76.2%

Annualised alpha

+23.2%

Max drawdown

−22.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.8%

+3.3 pts

Top 5

58.9%

−0.6 pts

Top 10

86.3%

−3.4 pts

HHI

1,003

Diversified+27

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$1,355,958,227	4
Industrials	26.2%	$1,247,152,409	4
Communication Services	16.7%	$791,474,100	2
Consumer Cyclical	12.5%	$592,435,548	2
Financial Services	7.5%	$355,460,415	2
Basic Materials	7.1%	$338,950,659	2
Healthcare	1.5%	$71,807,378	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
FWONA	Liberty Media Corp	+2,883,475	3,613,069	$343,747,384
GWRE	Guidewire Software, Inc.	+623,392	759,827	$93,496,712
ALSN	Allison Transmission Holdings Inc	+469,586	1,499,984	$169,108,196
GOOGL	Alphabet Inc.	+276,356	1,252,838	$447,726,716
V	Visa Inc.	+219,828	557,138	$191,148,476
MA	Mastercard Inc	+113,948	319,922	$164,311,939
MLM	Martin Marietta Materials Inc	+10,237	42,450	$24,480,915
DE	Deere & Co	+2,523	567,456	$359,954,364
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
WCN	Waste Connections, Inc.	−1,289,952	1,161,217	$193,563,261
AMZN	Amazon Com Inc	−698,782	1,776,149	$423,327,352
NVDA	Nvidia Corp	−236,892	1,295,226	$259,161,770
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−78,751	2,072,924	$989,966,314
VMC	Vulcan Materials CO	−75,709	1,065,963	$314,469,744
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
WWD	Woodward, Inc.	270,673	$115,155,121
VEEV	Veeva Systems Inc	404,617	$71,807,378
TTAN	ServiceTitan, Inc.	188,565	$13,333,431
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	133,271	$196,229,553
MSFT	Microsoft Corp	525,737	$194,612,065
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 tracked positions · $4,753,238,736 total · filing declares 17 positions · $4,753,238,742 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,072,924	-78,751	$989,966,314	+36.1%	20.83%
TDG	TransDigm Group INC Industrials	Held	434,281	0	$578,479,663	+14.9%	12.17%
GOOGL	Alphabet Inc. Communication Services	Added	1,252,838	+276,356	$447,726,716	+59.4%	9.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,776,149	-698,782	$423,327,352	−17.9%	8.91%
DE	Deere & Co Industrials	Added	567,456	+2,523	$359,954,364	+13.1%	7.57%
FWONA	Liberty Media Corp Communication Services	Added	3,613,069	+2,883,475	$343,747,384	+454.2%	7.23%
VMC	Vulcan Materials CO Basic Materials	Reduced	1,065,963	-75,709	$314,469,744	+1.2%	6.62%
NVDA	Nvidia Corp Technology	Reduced	1,295,226	-236,892	$259,161,770	−3.0%	5.45%
WCN	Waste Connections, Inc. Industrials	Reduced	1,161,217	-1,289,952	$193,563,261	−51.4%	4.07%
V	Visa Inc. Financial Services	Added	557,138	+219,828	$191,148,476	+87.5%	4.02%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Added	1,499,984	+469,586	$169,108,196	+40.2%	3.56%
MA	Mastercard Inc Financial Services	Added	319,922	+113,948	$164,311,939	+59.7%	3.46%
WWD	Woodward, Inc. Industrials	NEW	270,673	NEW	$115,155,121	NEW	2.42%
GWRE	Guidewire Software, Inc. Technology	Added	759,827	+623,392	$93,496,712	+358.2%	1.97%
VEEV	Veeva Systems Inc Healthcare	NEW	404,617	NEW	$71,807,378	NEW	1.51%
MLM	Martin Marietta Materials Inc Basic Materials	Added	42,450	+10,237	$24,480,915	+29.1%	0.52%
TTAN	ServiceTitan, Inc. Technology	NEW	188,565	NEW	$13,333,431	NEW	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.