Stockbridge Partners LLC
Top Portfolio Positions
15 positions ·
$4,076,891,144 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,151,675 | $727,158,566 | 17.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,474,931 | $515,453,879 | 12.64% | |
| TDG |
TransDigm Group INC
Industrials
|
434,281 | $503,314,307 | 12.35% | |
| WCN |
Waste Connections, Inc.
Industrials
|
2,451,169 | $398,167,892 | 9.77% | |
| DE |
Deere & Co
Industrials
|
564,933 | $318,226,758 | 7.81% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
1,141,672 | $310,877,285 | 7.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
976,482 | $280,797,163 | 6.89% | |
| NVDA |
Nvidia Corp
Technology
|
1,532,118 | $267,201,379 | 6.55% | |
| KLAC |
Kla Corp
Technology
|
133,271 | $196,229,553 | 4.81% | |
| MSFT |
Microsoft Corp
Technology
|
525,737 | $194,612,065 | 4.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GWRE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,405,218 | 136,435 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $290,500,858 | 1,445,206 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $238,906,370 | 1,039,356 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $293,870,324 | 1,248,122 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $328,080,100 | 1,751,068 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $451,601,713 | 2,678,857 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $452,497,516 | 2,473,475 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $531,655,026 | 3,855,646 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $403,711,327 | 3,459,098 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $346,368,504 | 3,176,527 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $361,879,290 | 4,020,881 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $357,998,852 | 4,705,558 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $365,994,937 | 4,460,633 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $295,807,327 | 4,728,378 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $306,601,832 | 4,978,919 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $348,997,914 | 4,916,156 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $448,202,639 | 4,736,870 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $538,791,014 | 4,745,803 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $613,449,080 | 5,160,672 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $582,700,516 | 5,169,451 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $456,157,921 | 4,488,418 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $575,601,648 | 4,471,387 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $467,509,142 | 4,483,640 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $460,167,946 | 4,151,267 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $323,633,417 | 4,080,613 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||