Stockbridge Partners LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $5,411,170,790 | Pooled investment vehicles (85%) |
| Apr 2025 to Mar 2026 | $5,818,290,439 | Pooled investment vehicles (86%) |
| Apr 2024 to Mar 2025 | $5,860,523,219 | Pooled investment vehicles (85%) |
| May 2023 to Mar 2024 | $4,388,898,896 | Pooled investment vehicles (84%) |
| Apr 2023 | $4,388,898,896 | Pooled investment vehicles (84%) |
| Apr 2022 to Mar 2023 | $5,867,663,788 | Pooled investment vehicles (89%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 83.0%; sector active share 34.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.5% | $1,355,958,227 |
| Industrials | 26.2% | $1,247,152,409 |
| Communication Services | 16.7% | $791,474,100 |
| Consumer Cyclical | 12.5% | $592,435,548 |
| Financial Services | 7.5% | $355,460,415 |
| Basic Materials | 7.1% | $338,950,659 |
| Healthcare | 1.5% | $71,807,378 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FWONK | 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,072,924 | $989,966,314 | 20.83% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 434,281 | $578,479,663 | 12.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,252,838 | $447,726,716 | 9.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,776,149 | $423,327,352 | 8.91% | |
| DE |
Deere & Co
Industrials
|
Added | 567,456 | $359,954,364 | 7.57% | |
| FWONK |
Liberty Media Corp
Communication Services
|
Added | 3,613,069 | $343,747,384 | 7.23% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Reduced | 1,065,963 | $314,469,744 | 6.62% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,295,226 | $259,161,770 | 5.45% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Reduced | 1,161,217 | $193,563,261 | 4.07% | |
| V |
Visa Inc.
Financial Services
|
Added | 557,138 | $191,148,476 | 4.02% | |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
Added | 1,499,984 | $169,108,196 | 3.56% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 319,922 | $164,311,939 | 3.46% | |
| WWD |
Woodward, Inc.
Industrials
|
NEW | 270,673 | $115,155,121 | 2.42% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
Added | 759,827 | $93,496,712 | 1.97% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
NEW | 404,617 | $71,807,378 | 1.51% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 42,450 | $24,480,915 | 0.52% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
NEW | 188,565 | $13,333,431 | 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.