Stock Taper 
STOCKBRIDGE PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Martin Marietta Materials, Inc. | MLM | 42.45K | $24.48M |
 ServiceTitan, Inc. | TTAN | 188.56K | $13.33M |
 Woodward, Inc. | WWD | 270.67K | $115.16M |
 Mastercard Incorporated | MA | 319.92K | $164.31M |
 Veeva Systems Inc. | VEEV | 404.62K | $71.81M |
 TransDigm Group Incorporated | TDG | 434.28K | $578.48M |
 Visa Inc. | V | 557.14K | $191.15M |
 Deere & Company | DE | 567.46K | $359.95M |
 Guidewire Software, Inc. | GWRE | 759.83K | $93.5M |
 Vulcan Materials Company | VMC | 1.07M | $314.47M |
 Waste Connections, Inc. | WCN | 1.16M | $193.56M |
 Alphabet Inc. | GOOGL | 1.25M | $447.73M |
 NVIDIA Corporation | NVDA | 1.3M | $259.16M |
 Allison Transmission Holdings, Inc. | ALSN | 1.5M | $169.11M |
 Amazon.com, Inc. | AMZN | 1.78M | $423.33M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.07M | $989.97M |
 Liberty Media Corporation | FWONK | 3.61M | $343.75M |