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 VMC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,877,285 | 1,141,672 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $375,658,698 | 1,317,084 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $429,599,020 | 1,396,525 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $370,273,634 | 1,419,652 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $325,568,983 | 1,395,495 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $449,247,564 | 1,746,482 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $392,815,482 | 1,568,564 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $355,910,567 | 1,431,199 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $469,900,282 | 1,721,751 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $467,035,618 | 2,057,335 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $377,714,167 | 1,869,687 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $461,856,899 | 2,048,691 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $306,910,203 | 1,788,938 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $340,546,398 | 1,944,757 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $360,399,207 | 2,285,202 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $286,421,875 | 2,015,636 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $322,040,428 | 1,753,078 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $342,051,154 | 1,647,804 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $232,703,939 | 1,375,644 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $231,177,667 | 1,328,073 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $110,218,725 | 653,148 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $137,056,385 | 924,121 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $125,679,736 | 927,252 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $41,870,854 | 361,423 | Shares | Defined | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||