SEC Form 13F

Stockbridge Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$4,753,238,742
Positions17

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$989,966,3152,072,924
TRANSDIGM GROUP INCTDGCOM$578,479,663434,281
ALPHABET INCGOOGLCAP STK CL A$447,726,7161,252,838
AMAZON COM INCAMZNCOM$423,327,3531,776,149
DEERE & CODECOM$359,954,364567,456
LIBERTY MEDIA CORP DELFWONKCOM LBTY ONE S C$343,747,3853,613,069
VULCAN MATLS COVMCCOM$314,469,7451,065,963
NVIDIA CORPORATIONNVDACOM$259,161,7701,295,226
WASTE CONNECTIONS INCWCNCOM$193,563,2621,161,217
VISA INCVCOM CL A$191,148,476557,138

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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