STOCKBRIDGE PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 2.47M | $515.45M |
 | WCN | 2.45M | $398.17M |
 | TSM | 2.15M | $727.16M |
 | NVDA | 1.53M | $267.20M |
 | VMC | 1.14M | $310.88M |
 | ALSN | 1.03M | $120.62M |
 | GOOGL | 976K | $280.80M |
 | FWONK | 730K | $62.03M |
 | DE | 565K | $318.23M |
 | MSFT | 526K | $194.61M |
 | TDG | 434K | $503.31M |
 | V | 337K | $101.95M |
 | MA | 206K | $102.92M |
 | GWRE | 136K | $20.41M |
 | KLAC | 133K | $196.23M |
 | MLM | 32K | $18.96M |
Amazon.com, Inc.
AMZN
Shares Held
2.47M
Value
$515.45M
Waste Connections, Inc.
WCN
Shares Held
2.45M
Value
$398.17M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2.15M
Value
$727.16M
NVIDIA Corporation
NVDA
Shares Held
1.53M
Value
$267.20M
Vulcan Materials Company
VMC
Shares Held
1.14M
Value
$310.88M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
1.03M
Value
$120.62M
Alphabet Inc.
GOOGL
Shares Held
976K
Value
$280.80M
Liberty Media Corporation
FWONK
Shares Held
730K
Value
$62.03M
Deere & Company
DE
Shares Held
565K
Value
$318.23M
Microsoft Corporation
MSFT
Shares Held
526K
Value
$194.61M
TransDigm Group Incorporated
TDG
Shares Held
434K
Value
$503.31M
Visa Inc.
V
Shares Held
337K
Value
$101.95M
Mastercard Incorporated
MA
Shares Held
206K
Value
$102.92M
Guidewire Software, Inc.
GWRE
Shares Held
136K
Value
$20.41M
KLA Corporation
KLAC
Shares Held
133K
Value
$196.23M
Martin Marietta Materials, Inc.
MLM
Shares Held
32K
Value
$18.96M