Stockbridge Partners LLC Portfolio Holdings

Stockbridge Partners LLC

  • $5.17 Billion
  • Q3 2025

Stockbridge Partners LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.17 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $692M, Taiwan Semiconductor Manufacturing CO LTD with a value of $594M, Amazon Com Inc with a value of $533M, Microsoft Corp with a value of $482M, and Vulcan Materials CO with a value of $430M.

Examining the 13F form we can see an increase of $54M in the current position value, from $5.11B to 5.17B.

Stockbridge Partners LLC is based out at Boston, MA

Below you can find more details about Stockbridge Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.17 Billion
Technology: $2.04 Billion
Industrials: $1.45 Billion
Consumer Cyclical: $763 Million
Healthcare: $490 Million
Basic Materials: $430 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.7B
$692 Million 13.39% of portfolio
525,233
Q3 2025 Reduced 1.37%
$1.46T
$594 Million 11.5% of portfolio
2,128,453
Q3 2025 Reduced 4.04%
$2.39T
$533 Million 10.31% of portfolio
2,426,541
Q3 2025 Reduced 2.28%
$3.78T
$482 Million 9.33% of portfolio
930,812
Q3 2025 Reduced 8.22%
$37.3B
$430 Million 8.31% of portfolio
1,396,525
Q3 2025 Reduced 1.63%
$43.4B
$393 Million 7.6% of portfolio
2,234,527
Q3 2025 Added 4.53%
$41.2B
$389 Million 7.53% of portfolio
1,306,224
Q3 2025 Reduced 16.34%
$169B
$386 Million 7.47% of portfolio
419,795
Q3 2025 Added 96.79%
$144B
$365 Million 7.05% of portfolio
797,359
Q3 2025 Reduced 4.58%
$161B
$335 Million 6.48% of portfolio
310,675
Q3 2025 New
$18.7B
$239 Million 4.62% of portfolio
1,039,356
Q3 2025 Reduced 16.73%
$72.9B
$230 Million 4.45% of portfolio
886,951
Q3 2025 Reduced 32.16%
$222B
$101 Million 1.95% of portfolio
207,584
Q3 2025 Reduced 66.08%
Klarna Group PLC
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $5.17 Billion
  • Prior Value $5.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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