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STOCKBRIDGE PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Liberty Media CorporationFWONK3.61M$343.75M
Taiwan Semiconductor Manufacturing Company LimitedTSM2.07M$989.97M
Amazon.com, Inc.AMZN1.78M$423.33M
Allison Transmission Holdings, Inc.ALSN1.5M$169.11M
NVIDIA CorporationNVDA1.3M$259.16M
Alphabet Inc.GOOGL1.25M$447.73M
Waste Connections, Inc.WCN1.16M$193.56M
Vulcan Materials CompanyVMC1.07M$314.47M
Guidewire Software, Inc.GWRE759.83K$93.5M
Deere & CompanyDE567.46K$359.95M
Visa Inc.V557.14K$191.15M
TransDigm Group IncorporatedTDG434.28K$578.48M
Veeva Systems Inc.VEEV404.62K$71.81M
Mastercard IncorporatedMA319.92K$164.31M
Woodward, Inc.WWD270.67K$115.16M
ServiceTitan, Inc.TTAN188.56K$13.33M
Martin Marietta Materials, Inc.MLM42.45K$24.48M