Stockbridge Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 12Value: $4.5BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HLT",
  "MSFT",
  "GWRE",
  "NOW",
  "TMO",
  "TDG",
  "TSM",
  "WCN",
  "AMZN",
  "VEEV",
  "DE",
  "VMC"
]

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: stockbridge-partners
Manager Name: Stockbridge-Partners

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $4.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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TransDigm Group INC

TDG|893641100

Shares:578.3K

Value:$799.9M

% of Portfolio:17.7% ($799.9M/$4.5B)

AMAZON COM INC

AMZN|023135106

Shares:2.9M

Value:$545.4M

% of Portfolio:12.1% ($545.4M/$4.5B)

DEERE & CO

DE|244199105

Shares:883.4K

Value:$414.6M

% of Portfolio:9.2% ($414.6M/$4.5B)

Waste Connections, Inc.

WCN|94106B101

Shares:2.1M

Value:$414.4M

% of Portfolio:9.2% ($414.4M/$4.5B)

MICROSOFT CORP

MSFT|594918104

Shares:1.1M

Value:$398.3M

% of Portfolio:8.8% ($398.3M/$4.5B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:1.8M

Value:$328.1M

% of Portfolio:7.3% ($328.1M/$4.5B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:1.4M

Value:$327.8M

% of Portfolio:7.3% ($327.8M/$4.5B)

Vulcan Materials CO

VMC|929160109

Shares:1.4M

Value:$325.6M

% of Portfolio:7.2% ($325.6M/$4.5B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.4M

Value:$325.6M

% of Portfolio:7.2% ($325.6M/$4.5B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:647.3K

Value:$322.1M

% of Portfolio:7.1% ($322.1M/$4.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:201.1K

Value:$160.1M

% of Portfolio:3.5% ($160.1M/$4.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:941.7K

Value:$156.3M

% of Portfolio:3.5% ($156.3M/$4.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TransDigm Group INC(TDGcusip893641100)	578.3K	QoQ -13.47% (-90.0K) YoY -24.90% (-191.8K)	All Managers (Combined)	$799.9M	17.7% ($799.9M/$4.5B)	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	12.1% ($545.4M/$4.5B)	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	9.2% ($414.6M/$4.5B)	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	9.2% ($414.4M/$4.5B)	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	8.8% ($398.3M/$4.5B)	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	7.3% ($328.1M/$4.5B)	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	7.3% ($327.8M/$4.5B)	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	7.2% ($325.6M/$4.5B)	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	7.2% ($325.6M/$4.5B)	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	7.1% ($322.1M/$4.5B)	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	3.5% ($160.1M/$4.5B)	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	3.5% ($156.3M/$4.5B)	QoQ NEW(+$156.3M) YoY NEW(+$156.3M)