STOCKBRIDGE PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 2.43M | $532.80M |
 | WCN | 2.23M | $392.83M |
 | TSM | 2.13M | $594.46M |
 | VMC | 1.40M | $429.60M |
 | VEEV | 1.31M | $389.14M |
 | GWRE | 1.04M | $238.91M |
 | MSFT | 931K | $482.11M |
 | HLT | 887K | $230.11M |
 | DE | 797K | $364.60M |
 | TDG | 525K | $692.27M |
 | NOW | 420K | $386.33M |
 | KLAC | 311K | $335.09M |
 | TMO | 208K | $100.68M |
 | KLAR | 82K | $3.01M |
Amazon.com, Inc.
AMZN
Shares Held
2.43M
Value
$532.80M
Waste Connections, Inc.
WCN
Shares Held
2.23M
Value
$392.83M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2.13M
Value
$594.46M
Vulcan Materials Company
VMC
Shares Held
1.40M
Value
$429.60M
Veeva Systems Inc.
VEEV
Shares Held
1.31M
Value
$389.14M
Guidewire Software, Inc.
GWRE
Shares Held
1.04M
Value
$238.91M
Microsoft Corporation
MSFT
Shares Held
931K
Value
$482.11M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
887K
Value
$230.11M
Deere & Company
DE
Shares Held
797K
Value
$364.60M
TransDigm Group Incorporated
TDG
Shares Held
525K
Value
$692.27M
ServiceNow, Inc.
NOW
Shares Held
420K
Value
$386.33M
KLA Corporation
KLAC
Shares Held
311K
Value
$335.09M
Thermo Fisher Scientific Inc.
TMO
Shares Held
208K
Value
$100.68M
Klarna Group plc
KLAR
Shares Held
82K
Value
$3.01M