Stockbridge Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Stockbridge Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $4.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001505183
Manager Name: Stockbridge Partners LLC

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $4,518,120.082K total value

12 positions

Manager:

SEC FilingSEC DataHachi Filing

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TransDigm Group INC

TDG|893641100

578251(-13.5%)

Value:

$799.9B(-5.5%)

AMAZON COM INC

AMZN|023135106

2866429(-13.6%)

Value:

$545.4B(-25.0%)

DEERE & CO

DE|244199105

883417(+0.1%)

Value:

$414.6B(+10.9%)

Waste Connections, Inc.

WCN|94106B101

2123309(+7.9%)

Value:

$414.4B(+22.7%)

MICROSOFT CORP

MSFT|594918104

1060920(+25.3%)

Value:

$398.3B(+11.6%)

Guidewire Software, Inc.

GWRE|40171V100

1751068(-34.6%)

Value:

$328.1B(-27.4%)

Hilton Worldwide Holdings Inc.

HLT|43300A203

1440389(-3.5%)

Value:

$327.8B(-11.2%)

Vulcan Materials CO

VMC|929160109

1395495(-20.1%)

Value:

$325.6B(-27.5%)

VEEVA SYSTEMS INC

VEEV|922475108

1405532(+115.3%)

Value:

$325.6B(+137.2%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

647309(+14.2%)

Value:

$322.1B(+9.3%)

ServiceNow, Inc.

NOW|81762P102

201140

Value:

$160.1B

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

941661

Value:

$156.3B

Instrument	Shares		Other Manager	Value
Transdigm Group Inc(TDGcusip893641100)	578.3K	QoQ -13.47% (-90.0K) YoY -24.90% (-191.8K)	All Managers (Combined)	$799.9M	QoQ -5.55% (-$47.0M) YoY -15.65% (-$148.5M)
Amazon Com Inc(AMZNcusip023135106)	2.9M	QoQ -13.55% (-449.3K) YoY +9.62% (+251.7K)	All Managers (Combined)	$545.4M	QoQ -25.02% (-$182.1M) YoY +15.63% (+$73.7M)
Deere & Co(DEcusip244199105)	883.4K	QoQ +0.12% (+1.1K) YoY NEW(+883.4K)	All Managers (Combined)	$414.6M	QoQ +10.91% (+$40.8M) YoY NEW(+$414.6M)
Waste Connections, Inc.(WCNcusip94106B101)	2.1M	QoQ +7.86% (+154.8K) YoY -9.02% (-210.7K)	All Managers (Combined)	$414.4M	QoQ +22.70% (+$76.7M) YoY +3.23% (-$13.0M)
Microsoft Corp(MSFTcusip594918104)	1.1M	QoQ +25.29% (+214.2K) YoY +4.97% (-50.3K)	All Managers (Combined)	$398.3M	QoQ +11.58% (+$41.4M) YoY -6.33% (-$26.9M)
Guidewire Software, Inc.(GWREcusip40171V100)	1.8M	QoQ -34.63% (-927.8K) YoY -49.37% (-1.7M)	All Managers (Combined)	$328.1M	QoQ -27.35% (-$123.5M) YoY -18.73% (-$75.6M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	1.4M	QoQ -3.51% (-52.5K) YoY NEW(+1.4M)	All Managers (Combined)	$327.8M	QoQ -11.17% (-$41.2M) YoY NEW(+$327.8M)
Vulcan Materials Co(VMCcusip929160109)	1.4M	QoQ -20.09% (-351.0K) YoY -18.94% (-326.3K)	All Managers (Combined)	$325.6M	QoQ -27.53% (-$123.7M) YoY -30.71% (-$144.3M)
Veeva Systems Inc(VEEVcusip922475108)	1.4M	QoQ +115.29% (+752.7K) YoY NEW(+1.4M)	All Managers (Combined)	$325.6M	QoQ +137.18% (+$188.3M) YoY NEW(+$325.6M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	647.3K	QoQ +14.24% (+80.7K) YoY -8.10% (-57.1K)	All Managers (Combined)	$322.1M	QoQ +9.27% (+$27.3M) YoY -21.32% (-$87.3M)
Servicenow, Inc.(NOWcusip81762P102)	201.1K	QoQ NEW(+201.1K) YoY NEW(+201.1K)	All Managers (Combined)	$160.1M	QoQ NEW(+$160.1M) YoY NEW(+$160.1M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	941.7K	QoQ NEW(+941.7K) YoY NEW(+941.7K)	All Managers (Combined)	$156.3M	QoQ NEW(+$156.3M) YoY NEW(+$156.3M)