Stockbridge Partners LLC

Boston, MA · CIK 1505183 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$5.4bn
Staff20 · 18 in investment roles
Main clients (by assets)Private funds 85%, Charities 15%
Private funds1 (1 hedge) · $4.6bn gross assets
Websiteberkshirepartners.com
Form ADV · 2026-05-28SEC adviser record

Legal entitySTOCKBRIDGE PARTNERS LLC (US)
Part of BPSP, L.P. (US)

Other 13F filers in this group: BPSP, L.P. files a notice

Kindhedge funds, futures
Others nearbyBoston, MA, San Francisco, CA
FamilyBPSP, L.P. · 2 related pages · largest: BPSP, L.P.

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Boston, MA (main office)United States	United States	about 16
San Francisco, CAUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$4.8bn reported value +14.8% vs Q1 2026

17positions

86.3%in top 10

3 new 8 added 5 reduced 2 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

BPSP, L.P. – reports through this filing
Berkshire Partners Holdings LLC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,072,924	$990.0m20.83%	20.83%	Reduced -78.8k	-78,751 -3.7%
2	TRANSDIGM GROUP INC COM TDG	TDG	434,281	$578.5m12.17%	12.17%	Unchanged
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,252,838	$447.7m9.42%	9.42%	Added +276.4k	+276,356 28.3%
4	AMAZON COM INC COM AMZN	AMZN	1,776,149	$423.3m8.91%	8.91%	Reduced -698.8k	-698,782 -28.2%
5	DEERE & CO COM DE	DE	567,456	$360.0m7.57%	7.57%	Added +2.5k	+2,523 0.5%
6	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	3,613,069	$343.7m7.23%	7.23%	Added +2.9m	+2,883,475 395.2%
7	VULCAN MATLS CO COM VMC	VMC	1,065,963	$314.5m6.62%	6.62%	Reduced -75.7k	-75,709 -6.6%
8	NVIDIA CORPORATION COM NVDA	NVDA	1,295,226	$259.2m5.45%	5.45%	Reduced -236.9k	-236,892 -15.5%
9	WASTE CONNECTIONS INC COM WCN	WCN	1,161,217	$193.6m4.07%	4.07%	Reduced -1.3m	-1,289,952 -52.6%
10	VISA INC COM CL A V	V	557,138	$191.1m4.02%	4.02%	Added +219.8k	+219,828 65.2%
11	ALLISON TRANSMISSION HLDGS I COM ALSN	ALSN	1,499,984	$169.1m3.56%	3.56%	Added +469.6k	+469,586 45.6%
12	MASTERCARD INCORPORATED CL A MA	MA	319,922	$164.3m3.46%	3.46%	Added +113.9k	+113,948 55.3%
13	WOODWARD INC COM WWD	WWD	270,673	$115.2m2.42%	2.42%	New
14	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	759,827	$93.5m1.97%	1.97%	Added +623.4k	+623,392 456.9%
15	VEEVA SYS INC CL A COM VEEV	VEEV	404,617	$71.8m1.51%	1.51%	New
16	MARTIN MARIETTA MATLS INC COM MLM	MLM	42,450	$24.5m0.52%	0.52%	Added +10.2k	+10,237 31.8%
17	SERVICETITAN INC SHS CL A TTAN	TTAN	188,565	$13.3m0.28%	0.28%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
KLA CORP KLAC	KLAC	1,332,710	$196.2m1.3m shares
MICROSOFT CORP MSFT	MSFT	525,737	$194.6m525.7k shares