Stockbridge Partners LLC Portfolio Holdings

Stockbridge Partners LLC

  • $5.11 Billion
  • Q2 2025

Stockbridge Partners LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.11 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 $810M, Amazon Com Inc with a value of $545M, Microsoft Corp with a value of $504M, Taiwan Semiconductor Manufacturing CO LTD with a value of $502M, and Veeva Systems Inc with a value of $450M.

Examining the 13F form we can see an increase of $597M in the current position value, from $4.52B to 5.11B.

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 $5.11 Billion
Industrials: $1.63 Billion
Technology: $1.52 Billion
Consumer Cyclical: $893 Million
Healthcare: $698 Million
Basic Materials: $370 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.5B
$810 Million 15.83% of portfolio
532,551
Q2 2025 Reduced 7.9%
$2.26T
$545 Million 10.65% of portfolio
2,483,249
Q2 2025 Reduced 13.37%
$3.95T
$504 Million 9.86% of portfolio
1,014,172
Q2 2025 Reduced 4.41%
$1.27T
$502 Million 9.82% of portfolio
2,218,034
Q2 2025 Added 135.54%
$38.7B
$450 Million 8.79% of portfolio
1,561,284
Q2 2025 Added 11.08%
$153B
$425 Million 8.31% of portfolio
835,657
Q2 2025 Reduced 5.41%
$48.2B
$399 Million 7.8% of portfolio
2,137,774
Q2 2025 Added 0.68%
$38.8B
$370 Million 7.24% of portfolio
1,419,652
Q2 2025 Added 1.73%
$72.7B
$348 Million 6.81% of portfolio
1,307,393
Q2 2025 Reduced 9.23%
$17.5B
$294 Million 5.75% of portfolio
1,248,122
Q2 2025 Reduced 28.72%
$187B
$248 Million 4.85% of portfolio
611,951
Q2 2025 Reduced 5.46%
$172B
$219 Million 4.29% of portfolio
213,317
Q2 2025 Added 6.05%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $5.11 Billion
  • Prior Value $4.52 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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