Stockbridge Partners LLC
13F filer · CIK 1505183 · Boston, MA
Summary
Stockbridge Partners LLC reported $4.75B across 17 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are TSM (20.8%), TDG (12.2%), GOOGL (9.4%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 8, trimmed 5 and sold out of 2.
Reported value$4.75B
Positions17
Report period2026 Q2
FiledAug 14, 2026
New positions3
Added8
Trimmed5
Sold out2
Top 17 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 20.8%Value $989.97MPrice $456.94Shares 2.07M -3.66%Since Jun 30 -4.32%
Weight 12.2%Value $578.48MPrice $1100Shares 434KSince Jun 30 -17.44%
Weight 9.4%Value $447.73MPrice $340.92Shares 1.25M +28.30%Since Jun 30 -4.60%
Weight 8.9%Value $423.33MPrice $246.67Shares 1.78M -28.23%Since Jun 30 +3.50%
Weight 7.6%Value $359.95MPrice $680.50Shares 567K +0.45%Since Jun 30 +7.28%
Weight 7.2%Value $343.75MPrice $93.08Shares 3.61M +395.22%Since Jun 30 -2.17%
Weight 6.6%Value $314.47MPrice $242.75Shares 1.07M -6.63%Since Jun 30 -17.71%
Weight 5.5%Value $259.16MPrice $227.21Shares 1.30M -15.46%Since Jun 30 +13.55%
Weight 4.1%Value $193.56MPrice $155.56Shares 1.16M -52.63%Since Jun 30 -6.68%
Weight 4.0%Value $191.15MPrice $365.88Shares 557K +65.17%Since Jun 30 +6.64%
Weight 3.6%Value $169.11MPrice $113.01Shares 1.50M +45.57%Since Jun 30 +0.24%
Weight 3.5%Value $164.31MPrice $563.58Shares 320K +55.32%Since Jun 30 +9.73%
Weight 2.4%Value $115.16MPrice $329.78Shares 271KSince Jun 30 -22.48%
Weight 2.0%Value $93.50MPrice $142.52Shares 760K +456.92%Since Jun 30 +15.82%
Weight 1.5%Value $71.81MPrice $278.57Shares 405KSince Jun 30 +56.97%
Weight 0.5%Value $24.48MPrice $479.09Shares 42K +31.78%Since Jun 30 -16.93%
Weight 0.3%Value $13.33MPrice $63.52Shares 189KSince Jun 30 -10.17%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 20.8% | $989.97M | -4.32% | -3.66% | Trim | |
| 12.2% | $578.48M | -17.44% | — | Hold | |
| 9.4% | $447.73M | -4.60% | +28.30% | Add | |
| 8.9% | $423.33M | +3.50% | -28.23% | Trim | |
| 7.6% | $359.95M | +7.28% | +0.45% | Add | |
| 7.2% | $343.75M | -2.17% | +395.22% | Add | |
| 6.6% | $314.47M | -17.71% | -6.63% | Trim | |
| 5.5% | $259.16M | +13.55% | -15.46% | Trim | |
| 4.1% | $193.56M | -6.68% | -52.63% | Trim | |
| 4.0% | $191.15M | +6.64% | +65.17% | Add | |
| 3.6% | $169.11M | +0.24% | +45.57% | Add | |
| 3.5% | $164.31M | +9.73% | +55.32% | Add | |
| 2.4% | $115.16M | -22.48% | — | New | |
| 2.0% | $93.50M | +15.82% | +456.92% | Add | |
| 1.5% | $71.81M | +56.97% | — | New | |
| 0.5% | $24.48M | -16.93% | +31.78% | Add | |
| 0.3% | $13.33M | -10.17% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.