13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006813
Total Value
$5.17B
Positions
14
Other Managers
2
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 525,233 | $692.3M | 13.39% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,128,453 | $594.5M | 11.49% |
| 3 | AMAZON COM INC | AMZN | 2,426,541 | $532.8M | 10.30% |
| 4 | MICROSOFT CORP | MSFT | 930,812 | $482.1M | 9.32% |
| 5 | VULCAN MATLS CO | 929160109 | 1,396,525 | $429.6M | 8.31% |
| 6 | WASTE CONNECTIONS INC | WCN | 2,234,527 | $392.8M | 7.60% |
| 7 | VEEVA SYS INC | VEEV | 1,306,224 | $389.1M | 7.52% |
| 8 | SERVICENOW INC | NOW | 419,795 | $386.3M | 7.47% |
| 9 | DEERE & CO | DE | 797,359 | $364.6M | 7.05% |
| 10 | KLA CORP | KLAC | 310,675 | $335.1M | 6.48% |
| 11 | GUIDEWIRE SOFTWARE INC | GWRE | 1,039,356 | $238.9M | 4.62% |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 886,951 | $230.1M | 4.45% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 207,584 | $100.7M | 1.95% |
| 14 | KLARNA GROUP PLC | KLAR | 82,119 | $3.0M | 0.06% |