Stockbridge Partners LLC Portfolio Holdings

Stockbridge Partners LLC

  • $4.71 Billion
  • Q4 2024

Stockbridge Partners LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.71 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 $847M, Amazon Com Inc with a value of $727M, Guidewire Software, Inc. with a value of $452M, Vulcan Materials CO with a value of $449M, and Deere & CO with a value of $374M.

Examining the 13F form we can see an decrease of $268M in the current position value, from $4.98B to 4.71B.

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 $4.71 Billion
Industrials: $1.56 Billion
Consumer Cyclical: $1.1 Billion
Technology: $808 Million
Basic Materials: $449 Million
Healthcare: $432 Million
Communication Services: $368 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70B
$847 Million 17.97% of portfolio
668,285
Q4 2024 Reduced 5.39%
$2.21T
$727 Million 15.44% of portfolio
3,315,726
Q4 2024 Reduced 1.39%
$17.1B
$452 Million 9.58% of portfolio
2,678,857
Q4 2024 Added 8.3%
$33.6B
$449 Million 9.53% of portfolio
1,746,482
Q4 2024 Added 11.34%
$148B
$374 Million 7.93% of portfolio
882,306
Q4 2024 Reduced 0.22%
$70.2B
$369 Million 7.83% of portfolio
1,492,889
Q4 2024 Reduced 3.34%
$3.04T
$357 Million 7.57% of portfolio
846,730
Q4 2024 Added 11.52%
$48.2B
$338 Million 7.17% of portfolio
1,968,464
Q4 2024 Added 6.92%
$209B
$295 Million 6.25% of portfolio
566,583
Q4 2024 Reduced 1.73%
$7.95B
$228 Million 4.84% of portfolio
4,386,211
Q4 2024 Reduced 30.62%
$10.7B
$140 Million 2.96% of portfolio
1,866,717
Q4 2024 Reduced 50.72%
$31.7B
$137 Million 2.91% of portfolio
652,840
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $4.71 Billion
  • Prior Value $4.98 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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