1y return+7.9%S&P 500 +20.9%
3y return+64.6%S&P 500 +68.5%
5y return+52.8%S&P 500 +74.5%
10y return+302.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $403 against $357 in the S&P 500.2
Stockbridge Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | $990.0M | 20.8% | −3.7% |
| TDGTransdigm Group Inc | $578.5M | 12.2% | |
| GOOGLAlphabet Inc | $447.7M | 9.4% | +28.3% |
| AMZNAmazon Com Inc | $423.3M | 8.9% | −28.2% |
| DEDeere & Co | $360.0M | 7.6% | |
| FWONKLiberty Media Corp Del | $343.7M | 7.2% | +395.2% |
| VMCVulcan Matls Co | $314.5M | 6.6% | −6.6% |
| NVDANvidia Corporation | $259.2M | 5.5% | −15.5% |
| WCNWaste Connections Inc | $193.6M | 4.1% | −52.6% |
| VVisa Inc | $191.1M | 4.0% | +65.2% |
| ALSNAllison Transmission Hldgs I | $169.1M | 3.6% | +45.6% |
| MAMastercard Incorporated | $164.3M | 3.5% | +55.3% |
| WWDWoodward Inc | $115.2M | 2.4% | New |
| GWREGuidewire Software Inc | $93.5M | 2.0% | +456.9% |
| VEEVVeeva Sys Inc | $71.8M | 1.5% | New |
| MLMMartin Marietta Matls Inc | $24.5M | 0.5% | +31.8% |
| TTANServicetitan Inc | $13.3M | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $578.5M |
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $990.0M |
| VMCVulcan Matls Co | June 30, 2020 | +154.6% | $314.5M |
| AMZNAmazon Com Inc | June 30, 2020 | +72.8% | $423.3M |
| DEDeere & Co | June 30, 2024 | +69.8% | $360.0M |
| NVDANvidia Corporation | March 31, 2026 | +14.7% | $259.2M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $447.7M |
| VVisa Inc | March 31, 2026 | +13.5% | $191.1M |
| FWONKLiberty Media Corp Del | March 31, 2026 | +11.9% | $343.7M |
| WCNWaste Connections Inc | December 31, 2023 | +11.7% | $193.6M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.5% | +14.8% |
| March 31, 2026 | −7.0% | −4.6% |
| December 31, 2025 | −1.5% | +2.4% |
| September 30, 2025 | +1.1% | +7.8% |
| June 30, 2025 | +13.5% | +10.5% |
| March 31, 2025 | +0.4% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +15.5% | +11.2% |
| September 30, 2023 | −0.6% | −3.6% |
| June 30, 2023 | +16.0% | +8.3% |
| March 31, 2023 | +16.9% | +7.0% |
| December 31, 2022 | +3.5% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −23.2% | −16.5% |
| March 31, 2022 | −8.9% | −4.9% |
| December 31, 2021 | +1.5% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stockbridge Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1505183&type=13F-HR&dateb=&owner=include&count=40CIK 1505183
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1505183/000091957426005193/Filed August 14, 2026 · accession 0000919574-26-005193