Stockbridge Partners LLC 13F Holdings

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Disclosed positions

Stockbridge Partners LLC: source evidence dated 2026-08-15T03:59:59.999Z.

Issuer: TAIWAN SEMICONDUCTOR MANUFAC
Ticker: TSM
Class: SPONSORED ADS
Reported value: $989,966,315
Reported amount: 2,072,924
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0000919574-26-005193

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Disclosed positions

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TAIWAN SEMICONDUCTOR MANUFAC	TSM	SPONSORED ADS	$989,966,315	2,072,924	SH	None
TRANSDIGM GROUP INC	TDG	COM	$578,479,663	434,281	SH	None
ALPHABET INC	GOOGL	CAP STK CL A	$447,726,716	1,252,838	SH	None
AMAZON COM INC	AMZN	COM	$423,327,353	1,776,149	SH	None
DEERE & CO	DE	COM	$359,954,364	567,456	SH	None
LIBERTY MEDIA CORP DEL	FWONK	COM LBTY ONE S C	$343,747,385	3,613,069	SH	None
VULCAN MATLS CO	VMC	COM	$314,469,745	1,065,963	SH	None
NVIDIA CORPORATION	NVDA	COM	$259,161,770	1,295,226	SH	None
WASTE CONNECTIONS INC	WCN	COM	$193,563,262	1,161,217	SH	None
VISA INC	V	COM CL A	$191,148,476	557,138	SH	None
ALLISON TRANSMISSION HLDGS I	ALSN	COM	$169,108,196	1,499,984	SH	None
MASTERCARD INCORPORATED	MA	CL A	$164,311,939	319,922	SH	None
WOODWARD INC	WWD	COM	$115,155,121	270,673	SH	None
GUIDEWIRE SOFTWARE INC	GWRE	COM	$93,496,712	759,827	SH	None
VEEVA SYS INC	VEEV	CL A COM	$71,807,379	404,617	SH	None
MARTIN MARIETTA MATLS INC	MLM	COM	$24,480,915	42,450	SH	None
SERVICETITAN INC	TTAN	SHS CL A	$13,333,431	188,565	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.