STOCKBRIDGE PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WCN | 2.37M | $415.13M |
 | TSM | 2.12M | $644.53M |
 | AMZN | 1.98M | $456.07M |
 | NOW | 1.90M | $290.71M |
 | GWRE | 1.45M | $290.50M |
 | VMC | 1.32M | $375.66M |
 | VEEV | 1.30M | $290.85M |
 | GOOGL | 925K | $289.65M |
 | DE | 778K | $362.30M |
 | MSFT | 749K | $362.03M |
 | TDG | 434K | $577.53M |
 | KLAC | 153K | $185.84M |
 | KLAR | 82K | $2.37M |
Waste Connections, Inc.
WCN
Shares Held
2.37M
Value
$415.13M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2.12M
Value
$644.53M
Amazon.com, Inc.
AMZN
Shares Held
1.98M
Value
$456.07M
ServiceNow, Inc.
NOW
Shares Held
1.90M
Value
$290.71M
Guidewire Software, Inc.
GWRE
Shares Held
1.45M
Value
$290.50M
Vulcan Materials Company
VMC
Shares Held
1.32M
Value
$375.66M
Veeva Systems Inc.
VEEV
Shares Held
1.30M
Value
$290.85M
Alphabet Inc.
GOOGL
Shares Held
925K
Value
$289.65M
Deere & Company
DE
Shares Held
778K
Value
$362.30M
Microsoft Corporation
MSFT
Shares Held
749K
Value
$362.03M
TransDigm Group Incorporated
TDG
Shares Held
434K
Value
$577.53M
KLA Corporation
KLAC
Shares Held
153K
Value
$185.84M
Klarna Group plc
KLAR
Shares Held
82K
Value
$2.37M