Holdings of Stockbridge Partners LLC
15 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 91.8 % of the equity sleeve
Sector breakdown
- Technology 37.0 %
- Consumer discretionary 13.8 %
- Materials 8.8 %
- Industrials 8.5 %
- Communication 7.5 %
- Financials 5.5 %
- Unattributed 18.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 80.6 %
- TW 19.4 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 14 | 3B $ | 80.56 % |
| 2 | TW | 1 | 727.2M $ | 19.44 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing Co Ltd | 2,151,675 | 727.2M $ | |
| 2 | Amazon.com Inc | 2,474,931 | 515.5M $ | |
| 3 | TransDigm Group Inc | 434,281 | 503.3M $ | |
| 4 | Deere & Co | 564,933 | 318.2M $ | |
| 5 | Vulcan Materials Co | 1,141,672 | 310.9M $ | |
| 6 | Alphabet Inc | 976,482 | 280.8M $ | |
| 7 | NVIDIA Corp | 1,532,118 | 267.2M $ | |
| 8 | KLA Corp | 133,271 | 196.2M $ | |
| 9 | Microsoft Corp | 525,737 | 194.6M $ | |
| 10 | Allison Transmission Holdings Inc | 1,030,398 | 120.6M $ | |
| 11 | Mastercard Inc | 205,974 | 102.9M $ | |
| 12 | Visa Inc | 337,310 | 101.9M $ | |
| 13 | Liberty Media Corp-Liberty Formula One | 729,594 | 62M $ | |
| 14 | Guidewire Software Inc | 136,435 | 20.4M $ | |
| 15 | Martin Marietta Materials Inc | 32,213 | 19M $ |