Arkolith/Funds/Stockbridge Partners LLC

Stockbridge Partners LLC

CIK 1505183Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

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.

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Use Arkolith to show Stockbridge Partners LLC's latest
holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
5
existing
Trimmed
5
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
59%
Top 10 holdings
90%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
41%
Industrials
20%
Consumer Discretionary
15%
Utilities
10%
Materials
8%
Financials
5%
Communication Services
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

16 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan Semiconductor Manufac
SPONSORED ADS
$727.2M2.15M
17.6%
▲+1.4%
Added · +31K sh
2Amazon Com Inc
COM
$515.5M2.47M
12.5%
▲+25%
Added · +499K sh
3Transdigm Group Inc
COM
$503.3M434.3K
12.2%
▲~0%
Added · +1 sh
4Waste Connections Inc
COM
$398.2M2.45M
9.6%
▲+3.5%
Added · +84K sh
5Deere & Co
COM
$318.2M564.9K
7.7%
▼−27%
Reduced · −213K sh
6Vulcan Matls Co
COM
$310.9M1.14M
7.5%
▼−13%
Reduced · −175K sh
7Alphabet Inc
CAP STK CL A
$280.8M976.5K
6.8%
▲+5.5%
Added · +51K sh
8Nvidia Corporation
COM
$267.2M1.53M
6.5%
▲New
New position
9Kla Corp
COM NEW
$196.2M133.3K
4.7%
▼−13%
Reduced · −20K sh
10Microsoft Corp
COM
$194.6M525.7K
4.7%
▼−30%
Reduced · −223K sh
11Allison Transmission Hldgs I
COM
$120.6M1.03M
2.9%
▲New
New position
12Mastercard Incorporated
CL A
$102.9M206.0K
2.5%
▲New
New position
13Visa Inc
COM CL A
$101.9M337.3K
2.5%
▲New
New position
14Liberty Media Corp Del
COM LBTY ONE S C
$62.0M729.6K
1.5%
▲New
New position
15Guidewire Software Inc
COM
$20.4M136.4K
0.5%
▼−91%
Reduced · −1.3M sh
16Martin Marietta Matls Inc
COM
$19.0M32.2K
0.5%
▲New
New position
Showing all 16 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202616$4.1B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202613$4.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202514$5.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202512$5.1B13F-HR
Q1 2025Mar 31, 2025May 15, 202512$4.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202512$4.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202413$5.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202413$4.8B13F-HR
Q1 2024Mar 31, 2024May 15, 202413$4.9B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202414$4.7B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202315$4.5B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202315$4.9B13F-HR
Q1 2023Mar 31, 2023May 15, 202315$4.3B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202314$3.7B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202216$3.5B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202217$3.8B13F-HR
Q1 2022Mar 31, 2022May 13, 202217$4.6B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202217$5.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202119$4.9B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202116$4.7B13F-HR
Q1 2021Mar 31, 2021May 17, 202115$4.1B13F-HR
Q4 2020Dec 31, 2020Apr 2, 202115$4.3B13F-HR/A
Q3 2020Sep 30, 2020Nov 16, 202011$3.6B13F-HR
Amended / restated
  • Q4 2020 · filed Feb 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.