Institutional Fund
Stockbridge Partners LLC
Boston, MACIK 15051835 filings on record
Portfolio Value
$4.14B
Q1 2026
Holdings
16
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-8.9%
from $4.54B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd17.6%
- Amazon Com Inc12.5%
- Transdigm Group Inc12.2%
- Waste Connections Inc9.6%
- Deere & Co7.7%
- Vulcan Matls Co7.5%
- Other33.0%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 2.15M | $727.16M | 17.6% | +30.8K | Added |
| 2 | Amazon Com Inc | 2.47M | $515.45M | 12.5% | +499.1K | Added |
| 3 | Transdigm Group Inc | 434.3K | $503.31M | 12.2% | +1 | Added |
| 4 | Waste Connections Inc | 2.45M | $398.17M | 9.6% | +83.9K | Added |
| 5 | Deere & Co | 564.9K | $318.23M | 7.7% | −213.3K | Reduced |
| 6 | Vulcan Matls Co | 1.14M | $310.88M | 7.5% | −175.4K | Reduced |
| 7 | Alphabet Inc | 976.5K | $280.80M | 6.8% | +51.1K | Added |
| 8 | Nvidia Corporation | 1.53M | $267.20M | 6.5% | +1.53M | New |
| 9 | Kla Corp | 133.3K | $196.23M | 4.7% | −19.7K | Reduced |
| 10 | Microsoft Corp | 525.7K | $194.61M | 4.7% | −222.8K | Reduced |
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