13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-001019
Total Value
$4.54B
Positions
13
Other Managers
2
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,120,920 | $644.5M | 14.19% |
| 2 | TRANSDIGM GROUP INC | TDG | 434,280 | $577.5M | 12.71% |
| 3 | AMAZON COM INC | AMZN | 1,975,866 | $456.1M | 10.04% |
| 4 | WASTE CONNECTIONS INC | WCN | 2,367,313 | $415.1M | 9.14% |
| 5 | VULCAN MATLS CO | 929160109 | 1,317,084 | $375.7M | 8.27% |
| 6 | DEERE & CO | DE | 778,195 | $362.3M | 7.97% |
| 7 | MICROSOFT CORP | MSFT | 748,574 | $362.0M | 7.97% |
| 8 | VEEVA SYS INC | VEEV | 1,302,898 | $290.8M | 6.40% |
| 9 | SERVICENOW INC | NOW | 1,897,705 | $290.7M | 6.40% |
| 10 | GUIDEWIRE SOFTWARE INC | GWRE | 1,445,206 | $290.5M | 6.39% |
| 11 | ALPHABET INC | GOOG | 925,406 | $289.7M | 6.38% |
| 12 | KLA CORP | KLAC | 152,948 | $185.8M | 4.09% |
| 13 | KLARNA GROUP PLC | KLAR | 82,119 | $2.4M | 0.05% |