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 VEEV
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $290,845,920 | 1,302,898 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $389,137,191 | 1,306,224 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $449,618,566 | 1,561,284 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $325,563,377 | 1,405,532 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $137,259,610 | 652,840 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||