Stockbridge Partners LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$4,138,921
Net value change ($000)
-404,249 (-8.9%)
New positions
6
Sold out positions
3
Turnover %
30.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 267,201 NEW
ALSN 120,618 NEW
MA 102,917 NEW
V 101,949 NEW
TSM 82,633 12.8%
FWONA 62,030 NEW
AMZN 59,385 13.0%
MLM 18,963 NEW
KLAC 10,386 5.6%
Top Reduces (Value $000, Stocks/ETFs)
VEEV -290,846 -100.0%
NOW -290,709 -100.0%
GWRE -270,096 -93.0%
MSFT -167,413 -46.2%
TDG -74,213 -12.9%
VMC -64,782 -17.2%
DE -44,077 -12.2%
WCN -16,964 -4.1%
GOOGL -8,855 -3.1%
KLAR -2,374 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type