Filed: 5/15/2026ACC: 0000919574-26-003151
📋 What this filing means
STOCKBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $4.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$4.14B
Total AUM (reported)
14.86M
Total Shares
Allocation by class
COM$2.67B64.5%
SPONSORED ADS$727.16M17.6%
CAP STK CL A$280.80M6.8%
COM NEW$196.23M4.7%
CL A$102.92M2.5%
COM CL A$101.95M2.5%
COM LBTY ONE S C$62.03M1.5%
Portfolio Concentration
Top 3$1.75B42.2%
4–10$1.97B47.5%
11–25$426.88M10.3%
Top 3 weight
42.2%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 14.86M
Sole
Full voting authority
14.86M
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
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares2.15M
TypeSH
Market value$727.16M
17.57%
Sole
2.15M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares2.47M
TypeSH
Market value$515.45M
12.45%
Sole
2.47M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares434.28K
TypeSH
Market value$503.31M
12.16%
Sole
434.28K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
DFNDShares2.45M
TypeSH
Market value$398.17M
9.62%
Sole
2.45M
Shared
0.00
None
0.00
DEERE & CO
DFNDShares564.93K
TypeSH
Market value$318.23M
7.69%
Sole
564.93K
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares1.14M
TypeSH
Market value$310.88M
7.51%
Sole
1.14M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares976.48K
TypeSH
Market value$280.80M
6.78%
Sole
976.48K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares1.53M
TypeSH
Market value$267.20M
6.46%
Sole
1.53M
Shared
0.00
None
0.00
KLA CORP
DFNDShares133.27K
TypeSH
Market value$196.23M
4.74%
Sole
133.27K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares525.74K
TypeSH
Market value$194.61M
4.70%
Sole
525.74K
Shared
0.00
None
0.00
ALLISON TRANSMISSION HLDGS I
DFNDShares1.03M
TypeSH
Market value$120.62M
2.91%
Sole
1.03M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares205.97K
TypeSH
Market value$102.92M
2.49%
Sole
205.97K
Shared
0.00
None
0.00
VISA INC
DFNDShares337.31K
TypeSH
Market value$101.95M
2.46%
Sole
337.31K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares729.59K
TypeSH
Market value$62.03M
1.50%
Sole
729.59K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
DFNDShares136.44K
TypeSH
Market value$20.41M
0.49%
Sole
136.44K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
DFNDShares32.21K
TypeSH
Market value$18.96M
0.46%
Sole
32.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 2.15M | SH | $727.16M 17.57% | 2.15M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 2.47M | SH | $515.45M 12.45% | 2.47M | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 434.28K | SH | $503.31M 12.16% | 434.28K | 0.00 | 0.00 |
WASTE CONNECTIONS INCDFND | COM | 2.45M | SH | $398.17M 9.62% | 2.45M | 0.00 | 0.00 |
DEERE & CODFND | COM | 564.93K | SH | $318.23M 7.69% | 564.93K | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 1.14M | SH | $310.88M 7.51% | 1.14M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 976.48K | SH | $280.80M 6.78% | 976.48K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 1.53M | SH | $267.20M 6.46% | 1.53M | 0.00 | 0.00 |
KLA CORPDFND | COM NEW | 133.27K | SH | $196.23M 4.74% | 133.27K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 525.74K | SH | $194.61M 4.70% | 525.74K | 0.00 | 0.00 |
ALLISON TRANSMISSION HLDGS IDFND | COM | 1.03M | SH | $120.62M 2.91% | 1.03M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 205.97K | SH | $102.92M 2.49% | 205.97K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 337.31K | SH | $101.95M 2.46% | 337.31K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 729.59K | SH | $62.03M 1.50% | 729.59K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCDFND | COM | 136.44K | SH | $20.41M 0.49% | 136.44K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCDFND | COM | 32.21K | SH | $18.96M 0.46% | 32.21K | 0.00 | 0.00 |