account_balance

Investment manager · 13F filer · SEC CIK 1505183

Stockbridge Partners LLC

Reported value$4.18Bas of Sep 30, 2026
Positions19 2 new, 0 sold out
Top 10 weight76.7%TSM alone is 22%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 22.0% Trimmed −3%TDG TransDigm Group INC 11.2% HeldFWONK Liberty Media Corp 9.0% Added +13%VMC Vulcan Materials CO 5.5% Trimmed −12%AMZN Amazon.com Inc 5.0% Trimmed −53%NVDA NVIDIA Corp 5.0% Trimmed −30%GOOGL Alphabet Inc. 4.9% Trimmed −53%V Visa Inc. 4.7% HeldMA Mastercard Inc 4.7% Added +11%DE Deere & Co 4.7% Trimmed −49%ALSN Allison Transmission Holdings Inc 4.0% HeldWWD Woodward, Inc. 3.4% Added +62%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist