Stockbridge Partners LLC — 13F holdings

Stockbridge Partners LLC reported 17 holdings worth $4.75B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $990M (20.8%)
2. TDG TRANSDIGM GROUP INC — $578M (12.2%)
3. GOOGL ALPHABET INC — $448M (9.4%)
4. AMZN AMAZON COM INC — $423M (8.9%)
5. DE DEERE & CO — $360M (7.6%)
6. FWONK LIBERTY MEDIA CORP DEL — $344M (7.2%)
7. VMC VULCAN MATLS CO — $314M (6.6%)
8. NVDA NVIDIA CORPORATION — $259M (5.5%)
9. WCN Waste Connections Inc — $194M (4.1%)
10. V VISA INC — $191M (4.0%)