Stockbridge Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Stockbridge Partners LLC | Institutional Filer | ▼ 8.90% | $4.14B | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 2.2M | $727.2M | 17.57% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 2.5M | $515.5M | 12.45% |
| 3 | TDG | TransDigm Group Incorporated | Industrials | 434K | $503.3M | 12.16% |
| 4 | WCN | Waste Connections, Inc. | Industrials | 2.5M | $398.2M | 9.62% |
| 5 | DE | Deere & Company | Industrials | 565K | $318.2M | 7.69% |
| 6 | VMC | Vulcan Materials Company | Basic Materials | 1.1M | $310.9M | 7.51% |
| 7 | GOOGL | Alphabet Inc. | Technology | 976K | $280.8M | 6.78% |
| 8 | NVDA | NVIDIA Corporation | Technology | 1.5M | $267.2M | 6.46% |
| 9 | KLAC | KLA Corporation | Technology | 133K | $196.2M | 4.74% |
| 10 | MSFT | Microsoft Corporation | Technology | 526K | $194.6M | 4.70% |
| 11 | ALSN | Allison Transmission Holdings, Inc. | Consumer Cyclical | 1.0M | $120.6M | 2.91% |
| 12 | MA | Mastercard Incorporated | Financial Services | 206K | $102.9M | 2.49% |
| 13 | V | Visa Inc. | Financial Services | 337K | $101.9M | 2.46% |
| 14 | FWONK | Formula One Group | Communication Services | 730K | $62.0M | 1.50% |
| 15 | GWRE | Guidewire Software, Inc. | Technology | 136K | $20.4M | 0.49% |
Showing 1 to 15 of 16 holdings