Stockbridge Partners LLC Top Holdings and 13F Report (2025) About Stockbridge Partners LLCInvestment ActivityStockbridge Partners LLC has $4.71 billion in total holdings as of December 31, 2024.Stockbridge Partners LLC owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.86% of the portfolio was purchased this quarter.About 9.34% of the portfolio was sold this quarter.This quarter, Stockbridge Partners LLC has purchased 13 new stocks and bought additional shares in 4 stocks.Stockbridge Partners LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings TransDigm Group $846,904,215Amazon.com $727,437,127Guidewire Software $451,601,713Vulcan Materials $449,247,565Deere & Company $373,833,052 Largest New Holdings this Quarter Veeva Systems $137,259,610 Holding Largest Purchases this Quarter Veeva Systems 652,840 shares (about $137.26M)Vulcan Materials 177,918 shares (about $45.77M)Microsoft 87,452 shares (about $36.86M)Guidewire Software 205,382 shares (about $34.62M)Waste Connections 127,454 shares (about $21.87M) Largest Sales this Quarter Liberty Broadband 1,921,125 shares (about $143.62M)New York Times 1,936,050 shares (about $100.77M)TransDigm Group 38,053 shares (about $48.22M)Hilton Worldwide 51,510 shares (about $12.73M)Amazon.com 46,691 shares (about $10.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStockbridge Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTDGTransDigm Group$846,904,215$48,223,806 ▼-5.4%668,28518.0%AerospaceAMZNAmazon.com$727,437,127$10,243,538 ▼-1.4%3,315,72615.4%Retail/WholesaleGWREGuidewire Software$451,601,713$34,623,298 ▲8.3%2,678,8579.6%Computer and TechnologyVMCVulcan Materials$449,247,565$45,765,847 ▲11.3%1,746,4829.5%ConstructionDEDeere & Company$373,833,052$818,165 ▼-0.2%882,3067.9%Industrial ProductsHLTHilton Worldwide$368,982,445$12,731,212 ▼-3.3%1,492,8897.8%Consumer DiscretionaryMSFTMicrosoft$356,896,695$36,861,018 ▲11.5%846,7307.6%Computer and TechnologyWCNWaste Connections$337,749,053$21,868,557 ▲6.9%1,968,4647.2%Business ServicesTMOThermo Fisher Scientific$294,753,474$5,202,300 ▼-1.7%566,5836.3%MedicalNYTNew York Times$228,302,283$100,771,403 ▼-30.6%4,386,2114.8%Consumer StaplesLBRDKLiberty Broadband$139,555,763$143,623,305 ▼-50.7%1,866,7173.0%Consumer DiscretionaryVEEVVeeva Systems$137,259,610$137,259,610 ▲New Holding652,8402.9%MedicalCHTRCharter Communications$0$88,318,282 ▼-100.0%00.0%Consumer DiscretionaryPCORProcore Technologies$0$30,044,926 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
