Stockbridge Partners LLC

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
12
Total Value
4518120082
Accession Number
0000919574-25-003099
Form Type
13F-HR
Manager Name
Stockbridge Partners LLC
Data Enrichment
100% identified
12 identified0 unidentified

Holdings

12 positions
Manager:
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TransDigm Group INC
Shares:
578251(-13.5%)
Value:
$799.9B(-5.5%)
AMAZON COM INC
Shares:
2866429(-13.6%)
Value:
$545.4B(-25.0%)
DEERE & CO
Shares:
883417(+0.1%)
Value:
$414.6B(+10.9%)
Waste Connections, Inc.
Shares:
2123309(+7.9%)
Value:
$414.4B(+22.7%)
MICROSOFT CORP
Shares:
1060920(+25.3%)
Value:
$398.3B(+11.6%)
Guidewire Software, Inc.
Shares:
1751068(-34.6%)
Value:
$328.1B(-27.4%)
Hilton Worldwide Holdings Inc.
Shares:
1440389(-3.5%)
Value:
$327.8B(-11.2%)
Vulcan Materials CO
Shares:
1395495(-20.1%)
Value:
$325.6B(-27.5%)
VEEVA SYSTEMS INC
Shares:
1405532(+115.3%)
Value:
$325.6B(+137.2%)
THERMO FISHER SCIENTIFIC INC.
Shares:
647309(+14.2%)
Value:
$322.1B(+9.3%)
ServiceNow, Inc.
Shares:
201140
Value:
$160.1B
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
941661
Value:
$156.3B