The Analysis of Stockbridge Partners LLC's Holdings


Currently, Stockbridge Partners LLC holds 14 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in KLAC (+310.7K shares, valued at $335.1M), NOW (+206.5K shares, valued at $190.0M), WCN (+96.8K shares, valued at $17.0M); decreased their positions in TMO (-404.4K shares, valued at $196.1M), HLT (-420.4K shares, valued at $109.1M), VEEV (-255.1K shares, valued at $76.0M); initiated new positions in KLAC (+310.7K shares, valued at $335.1M), KLAR (+82.1K shares, valued at $3.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TDG TRANSDIGM GROUP INC525.2K shares-1.37%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.1M shares-4.04%2025-09-302025-11-14history
AMZN AMAZON COM INC2.4M shares-2.28%2025-09-302025-11-14history
MSFT MICROSOFT CORP930.8K shares-8.22%2025-09-302025-11-14history
VMC VULCAN MATLS CO1.4M shares-1.63%2025-09-302025-11-14history
WCN WASTE CONNECTIONS INC2.2M shares4.53%2025-09-302025-11-14history
VEEV VEEVA SYS INC1.3M shares-16.34%2025-09-302025-11-14history
NOW SERVICENOW INC419.8K shares96.79%2025-09-302025-11-14history
Sponsored
DE DEERE & CO797.4K shares-4.58%2025-09-302025-11-14history
KLAC KLA CORP310.7K sharesnew addition2025-09-302025-11-14history
GWRE GUIDEWIRE SOFTWARE INC1.0M shares-16.73%2025-09-302025-11-14history
HLT HILTON WORLDWIDE HLDGS INC887.0K shares-32.16%2025-09-302025-11-14history
TMO THERMO FISHER SCIENTIFIC INC207.6K shares-66.08%2025-09-302025-11-14history
KLAR KLARNA GROUP PLC82.1K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available