Filed: 8/14/2026ACC: 0000919574-26-005193
📋 What this filing means
STOCKBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $4.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$4.75B
Total AUM (reported)
17.28M
Total Shares
Allocation by class
COM$2.53B53.3%
SPONSORED ADS$989.97M20.8%
CAP STK CL A$447.73M9.4%
COM LBTY ONE S C$343.75M7.2%
COM CL A$191.15M4.0%
CL A$164.31M3.5%
CL A COM$71.81M1.5%
Portfolio Concentration
Top 3$2.02B42.4%
4–10$2.09B43.9%
11–25$651.69M13.7%
Top 3 weight
42.4%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 17.28M
Sole
Full voting authority
17.28M
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
Other17
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares2.07M
TypeSH
Market value$989.97M
20.83%
Sole
2.07M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares434.28K
TypeSH
Market value$578.48M
12.17%
Sole
434.28K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares1.25M
TypeSH
Market value$447.73M
9.42%
Sole
1.25M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares1.78M
TypeSH
Market value$423.33M
8.91%
Sole
1.78M
Shared
0.00
None
0.00
DEERE & CO
DFNDShares567.46K
TypeSH
Market value$359.95M
7.57%
Sole
567.46K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares3.61M
TypeSH
Market value$343.75M
7.23%
Sole
3.61M
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares1.07M
TypeSH
Market value$314.47M
6.62%
Sole
1.07M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares1.30M
TypeSH
Market value$259.16M
5.45%
Sole
1.30M
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
DFNDShares1.16M
TypeSH
Market value$193.56M
4.07%
Sole
1.16M
Shared
0.00
None
0.00
VISA INC
DFNDShares557.14K
TypeSH
Market value$191.15M
4.02%
Sole
557.14K
Shared
0.00
None
0.00
ALLISON TRANSMISSION HLDGS I
DFNDShares1.50M
TypeSH
Market value$169.11M
3.56%
Sole
1.50M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares319.92K
TypeSH
Market value$164.31M
3.46%
Sole
319.92K
Shared
0.00
None
0.00
WOODWARD INC
DFNDShares270.67K
TypeSH
Market value$115.16M
2.42%
Sole
270.67K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
DFNDShares759.83K
TypeSH
Market value$93.50M
1.97%
Sole
759.83K
Shared
0.00
None
0.00
VEEVA SYS INC
DFNDShares404.62K
TypeSH
Market value$71.81M
1.51%
Sole
404.62K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
DFNDShares42.45K
TypeSH
Market value$24.48M
0.52%
Sole
42.45K
Shared
0.00
None
0.00
SERVICETITAN INC
DFNDShares188.56K
TypeSH
Market value$13.33M
0.28%
Sole
188.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 2.07M | SH | $989.97M 20.83% | 2.07M | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 434.28K | SH | $578.48M 12.17% | 434.28K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.25M | SH | $447.73M 9.42% | 1.25M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 1.78M | SH | $423.33M 8.91% | 1.78M | 0.00 | 0.00 |
DEERE & CODFND | COM | 567.46K | SH | $359.95M 7.57% | 567.46K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 3.61M | SH | $343.75M 7.23% | 3.61M | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 1.07M | SH | $314.47M 6.62% | 1.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 1.30M | SH | $259.16M 5.45% | 1.30M | 0.00 | 0.00 |
WASTE CONNECTIONS INCDFND | COM | 1.16M | SH | $193.56M 4.07% | 1.16M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 557.14K | SH | $191.15M 4.02% | 557.14K | 0.00 | 0.00 |
ALLISON TRANSMISSION HLDGS IDFND | COM | 1.50M | SH | $169.11M 3.56% | 1.50M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 319.92K | SH | $164.31M 3.46% | 319.92K | 0.00 | 0.00 |
WOODWARD INCDFND | COM | 270.67K | SH | $115.16M 2.42% | 270.67K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCDFND | COM | 759.83K | SH | $93.50M 1.97% | 759.83K | 0.00 | 0.00 |
VEEVA SYS INCDFND | CL A COM | 404.62K | SH | $71.81M 1.51% | 404.62K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCDFND | COM | 42.45K | SH | $24.48M 0.52% | 42.45K | 0.00 | 0.00 |
SERVICETITAN INCDFND | SHS CL A | 188.56K | SH | $13.33M 0.28% | 188.56K | 0.00 | 0.00 |