Q1 2025 · 13F-HR
Stockbridge Partners LLCholdings as filed
Filed 2025-05-15 · accession 0000919574-25-003099
$4.52B
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 893641100 | TDG | TRANSDIGM GROUP INC | $799.9M | 17.7% | 578,251 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $545.4M | 12.1% | 2,866,429 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $414.6M | 9.18% | 883,417 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $414.4M | 9.17% | 2,123,309 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $398.3M | 8.81% | 1,060,920 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $328.1M | 7.26% | 1,751,068 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $327.8M | 7.25% | 1,440,389 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $325.6M | 7.21% | 1,395,495 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $325.6M | 7.21% | 1,405,532 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $322.1M | 7.13% | 647,309 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $160.1M | 3.54% | 201,140 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $156.3M | 3.46% | 941,661 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.