Stockbridge Partners LLC Portfolio Holdings

Stockbridge Partners LLC

  • $4.52 Billion
  • Q1 2025

Stockbridge Partners LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.52 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $800M, Amazon Com Inc with a value of $545M, Deere & CO with a value of $415M, Waste Connections, Inc. with a value of $414M, and Microsoft Corp with a value of $398M.

Examining the 13F form we can see an decrease of $194M in the current position value, from $4.71B to 4.52B.

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 $4.52 Billion
Industrials: $1.63 Billion
Technology: $1.04 Billion
Consumer Cyclical: $873 Million
Healthcare: $648 Million
Basic Materials: $326 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.3B
$800 Million 17.7% of portfolio
578,251
Q1 2025 Reduced 13.47%
$2.27T
$545 Million 12.07% of portfolio
2,866,429
Q1 2025 Reduced 13.55%
$155B
$415 Million 9.18% of portfolio
883,417
Q1 2025 Added 0.13%
$47.8B
$414 Million 9.17% of portfolio
2,123,309
Q1 2025 Added 7.87%
$3.7T
$398 Million 8.81% of portfolio
1,060,920
Q1 2025 Added 25.3%
$19.8B
$328 Million 7.26% of portfolio
1,751,068
Q1 2025 Reduced 34.63%
$71.8B
$328 Million 7.25% of portfolio
1,440,389
Q1 2025 Reduced 3.52%
$39.8B
$326 Million 7.21% of portfolio
1,405,532
Q1 2025 Added 115.3%
$34.8B
$326 Million 7.21% of portfolio
1,395,495
Q1 2025 Reduced 20.1%
$160B
$322 Million 7.13% of portfolio
647,309
Q1 2025 Added 14.25%
$207B
$160 Million 3.54% of portfolio
201,140
Q1 2025 New
$1.19T
$156 Million 3.46% of portfolio
941,661
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $4.52 Billion
  • Prior Value $4.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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