Stockbridge Partners LLC
Annual return '25
+22.4%
SPY '25
+17.7%
Alpha
+4.7ptsvs SPY
Invested
$8.3B
Holdings
16
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Sold 99.9% (2.13M → 1.5k shares)
17.6%
02
$AMZN
AMAZON COM INC
Q1 2026: Increased +17.9% (4.0k → 4.7k shares)
12.5%
03
$TDG
TRANSDIGM GROUP INC
Q4 2025: Exited (was 525.2k shares)
12.2%
04
$WCN
WASTE CONNECTIONS INC
Q4 2025: Exited (was 2.23M shares)
9.6%
05
$DE
DEERE & CO
Q4 2025: Sold 99.9% (797.4k → 589 shares)
7.7%
06
$VMC
VULCAN MATLS CO
Q4 2025: Exited (was 1.40M shares)
7.5%
07
$GOOGL
ALPHABET INC
Q1 2026: Increased +30.1% (1.3k → 1.7k shares)
6.8%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.4% (33.6k → 34.7k shares)
6.5%
09
$KLAC
KLA CORP
Q1 2026: New position (166 shares)
4.7%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +12.7% (3.9k → 4.4k shares)
4.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:45 UTC.