13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003099
Total Value
$4.52B
Positions
12
Other Managers
2
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 578,251 | $799.9M | 17.70% |
| 2 | AMAZON COM INC | AMZN | 2,866,429 | $545.4M | 12.07% |
| 3 | DEERE & CO | DE | 883,417 | $414.6M | 9.18% |
| 4 | WASTE CONNECTIONS INC | WCN | 2,123,309 | $414.4M | 9.17% |
| 5 | MICROSOFT CORP | MSFT | 1,060,920 | $398.3M | 8.81% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 1,751,068 | $328.1M | 7.26% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 1,440,389 | $327.8M | 7.25% |
| 8 | VULCAN MATLS CO | 929160109 | 1,395,495 | $325.6M | 7.21% |
| 9 | VEEVA SYS INC | VEEV | 1,405,532 | $325.6M | 7.21% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 647,309 | $322.1M | 7.13% |
| 11 | SERVICENOW INC | NOW | 201,140 | $160.1M | 3.54% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 941,661 | $156.3M | 3.46% |