Stockbridge Partners LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$4,753,239
Net value change ($000)
+614,318 (14.8%)
New positions
3
Sold out positions
2
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FWONA 281,717 454.2%
TSM 262,807 36.1%
GOOGL 166,930 59.4%
WWD 115,155 NEW
V 89,199 87.5%
TDG 75,166 14.9%
GWRE 73,092 358.2%
VEEV 71,807 NEW
MA 61,395 59.7%
ALSN 48,490 40.2%
Top Reduces (Value $000, Stocks/ETFs)
WCN -204,605 -51.4%
KLAC -196,230 -100.0%
MSFT -194,612 -100.0%
AMZN -92,127 -17.9%
NVDA -8,039 -3.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type