Stockbridge Partners LLC holds a focused book of 16 stocks worth $4.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Nvidia Corp and trimmed Deere & Co. Their largest long position is Taiwan Semiconductor-SP ADR at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stockbridge Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 19 / 16 | $973.9B |
| STATE STREET CORP | 19 / 16 | $588.1B |
| FMR LLC | 19 / 16 | $451.8B |
| GEODE CAPITAL MANAGEMENT, LLC | 19 / 16 | $349.7B |
| MORGAN STANLEY | 19 / 16 | $214.8B |
| JPMORGAN CHASE & CO | 19 / 16 | $214.8B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 19 / 16 | $194.4B |
| BANK OF AMERICA CORP /DE/ | 19 / 16 | $119.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Stockbridge Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $727.2M | 2.15M | 17.6% | ▲+1.4% Added · +31K sh | |
| 2 | Amazon Com Inc COM | $515.5M | 2.47M | 12.5% | ▲+25% Added · +499K sh | |
| 3 | Transdigm Group Inc COM | $503.3M | 434.3K | 12.2% | ▲~0% Added · +1 sh | |
| 4 | Waste Connections Inc COM | $398.2M | 2.45M | 9.6% | ▲+3.5% Added · +84K sh | |
| 5 | Deere & Co COM | $318.2M | 564.9K | 7.7% | ▼−27% Reduced · −213K sh | |
| 6 | Vulcan Matls Co COM | $310.9M | 1.14M | 7.5% | ▼−13% Reduced · −175K sh | |
| 7 | Alphabet Inc CAP STK CL A | $280.8M | 976.5K | 6.8% | ▲+5.5% Added · +51K sh | |
| 8 | Nvidia Corporation COM | $267.2M | 1.53M | 6.5% | ▲New New position | |
| 9 | Kla Corp COM NEW | $196.2M | 133.3K | 4.7% | ▼−13% Reduced · −20K sh | |
| 10 | Microsoft Corp COM | $194.6M | 525.7K | 4.7% | ▼−30% Reduced · −223K sh | |
| 11 | Allison Transmission Hldgs I COM | $120.6M | 1.03M | 2.9% | ▲New New position | |
| 12 | Mastercard Incorporated CL A | $102.9M | 206.0K | 2.5% | ▲New New position | |
| 13 | Visa Inc COM CL A | $101.9M | 337.3K | 2.5% | ▲New New position | |
| 14 | Liberty Media Corp Del COM LBTY ONE S C | $62.0M | 729.6K | 1.5% | ▲New New position | |
| 15 | Guidewire Software Inc COM | $20.4M | 136.4K | 0.5% | ▼−91% Reduced · −1.3M sh | |
| 16 | Martin Marietta Matls Inc COM | $19.0M | 32.2K | 0.5% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1505183/holdings"
Use Arkolith to show Stockbridge Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 16 | $4.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 13 | $4.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 14 | $5.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 12 | $5.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 12 | $4.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 12 | $4.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 13 | $5.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 13 | $4.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 13 | $4.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 14 | $4.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 15 | $4.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 15 | $4.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 15 | $4.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 14 | $3.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 16 | $3.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 17 | $3.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 17 | $4.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 17 | $5.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 19 | $4.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 16 | $4.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 15 | $4.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Apr 2, 2021 | 15 | $4.3B | 13F-HR/A |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 11 | $3.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.