13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004697
Total Value
$5.11B
Positions
12
Other Managers
2
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 532,551 | $809.8M | 15.83% |
| 2 | AMAZON COM INC | AMZN | 2,483,249 | $544.8M | 10.65% |
| 3 | MICROSOFT CORP | MSFT | 1,014,172 | $504.5M | 9.86% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,218,034 | $502.4M | 9.82% |
| 5 | VEEVA SYS INC | VEEV | 1,561,284 | $449.6M | 8.79% |
| 6 | DEERE & CO | DE | 835,657 | $424.9M | 8.31% |
| 7 | WASTE CONNECTIONS INC | WCN | 2,137,774 | $399.2M | 7.80% |
| 8 | VULCAN MATLS CO | 929160109 | 1,419,652 | $370.3M | 7.24% |
| 9 | HILTON WORLDWIDE HLDGS INC | HLT | 1,307,393 | $348.2M | 6.81% |
| 10 | GUIDEWIRE SOFTWARE INC | GWRE | 1,248,122 | $293.9M | 5.75% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 611,951 | $248.1M | 4.85% |
| 12 | SERVICENOW INC | NOW | 213,317 | $219.3M | 4.29% |