Filed: 2/17/2026ACC: 0000919574-26-001019
📋 What this filing means
STOCKBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $4.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$4.54B
Total AUM (reported)
15.55M
Total Shares
Allocation by class
COM$3.13B68.9%
SPONSORED ADS$644.53M14.2%
CL A COM$290.85M6.4%
CAP STK CL A$289.65M6.4%
COM NEW$185.84M4.1%
SHS$2.37M0.1%
Portfolio Concentration
Top 3$1.68B36.9%
4–10$2.39B52.5%
11–25$477.87M10.5%
Top 3 weight
36.9%
Top 10 weight
89.5%
Voting Authority Distribution
Total shares with voting rights: 15.55M
Sole
Full voting authority
15.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other13
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares2.12M
TypeSH
Market value$644.53M
14.19%
Sole
2.12M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares434.28K
TypeSH
Market value$577.53M
12.71%
Sole
434.28K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares1.98M
TypeSH
Market value$456.07M
10.04%
Sole
1.98M
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
DFNDShares2.37M
TypeSH
Market value$415.13M
9.14%
Sole
2.37M
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares1.32M
TypeSH
Market value$375.66M
8.27%
Sole
1.32M
Shared
0.00
None
0.00
DEERE & CO
DFNDShares778.20K
TypeSH
Market value$362.30M
7.97%
Sole
778.20K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares748.57K
TypeSH
Market value$362.03M
7.97%
Sole
748.57K
Shared
0.00
None
0.00
VEEVA SYS INC
DFNDShares1.30M
TypeSH
Market value$290.85M
6.40%
Sole
1.30M
Shared
0.00
None
0.00
SERVICENOW INC
DFNDShares1.90M
TypeSH
Market value$290.71M
6.40%
Sole
1.90M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
DFNDShares1.45M
TypeSH
Market value$290.50M
6.39%
Sole
1.45M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares925.41K
TypeSH
Market value$289.65M
6.38%
Sole
925.41K
Shared
0.00
None
0.00
KLA CORP
DFNDShares152.95K
TypeSH
Market value$185.84M
4.09%
Sole
152.95K
Shared
0.00
None
0.00
KLARNA GROUP PLC
DFNDShares82.12K
TypeSH
Market value$2.37M
0.05%
Sole
82.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 2.12M | SH | $644.53M 14.19% | 2.12M | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 434.28K | SH | $577.53M 12.71% | 434.28K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 1.98M | SH | $456.07M 10.04% | 1.98M | 0.00 | 0.00 |
WASTE CONNECTIONS INCDFND | COM | 2.37M | SH | $415.13M 9.14% | 2.37M | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 1.32M | SH | $375.66M 8.27% | 1.32M | 0.00 | 0.00 |
DEERE & CODFND | COM | 778.20K | SH | $362.30M 7.97% | 778.20K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 748.57K | SH | $362.03M 7.97% | 748.57K | 0.00 | 0.00 |
VEEVA SYS INCDFND | CL A COM | 1.30M | SH | $290.85M 6.40% | 1.30M | 0.00 | 0.00 |
SERVICENOW INCDFND | COM | 1.90M | SH | $290.71M 6.40% | 1.90M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCDFND | COM | 1.45M | SH | $290.50M 6.39% | 1.45M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 925.41K | SH | $289.65M 6.38% | 925.41K | 0.00 | 0.00 |
KLA CORPDFND | COM NEW | 152.95K | SH | $185.84M 4.09% | 152.95K | 0.00 | 0.00 |
KLARNA GROUP PLCDFND | SHS | 82.12K | SH | $2.37M 0.05% | 82.12K | 0.00 | 0.00 |