Stockbridge Partners LLC Diversified Active

Location: Boston, MA

CIK: 0001505183 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $4.543B (100.0% shares, 0.0% debt)

Holdings (13)

TSM TAIWAN SEMICONDUCTOR MFG LTD 14.2%

Value $645M Shares 2,120,920 Est. Cost $200.81 Unrealized —

TDG TRANSDIGM GROUP INC 12.7%

Value $578M Shares 434,280 Est. Cost $169.11 Unrealized +675.1%

AMZN AMAZON COM INC 10.0%

Value $456M Shares 1,975,866 Est. Cost $139.83 Unrealized +63.6%

WCN WASTE CONNECTIONS INC 9.1%

Value $415M Shares 2,367,313 Est. Cost $155.74 Unrealized +11.0%

VMC VULCAN MATLS CO 8.3%

Value $376M Shares 1,317,084 Est. Cost $181.82 Unrealized +61.2%

DE DEERE & CO 8.0%

Value $362M Shares 778,195 Est. Cost $373.60 Unrealized +25.2%

MSFT MICROSOFT CORP 8.0%

Value $362M Shares 748,574 Est. Cost $306.83 Unrealized +63.1%

VEEV VEEVA SYS INC 6.4%

Value $291M Shares 1,302,898 Est. Cost $226.86 Unrealized +17.0%

NOW SERVICENOW INC 6.4%

Value $291M Shares 1,897,705 Est. Cost $175.56 Unrealized -2.3%

GWRE GUIDEWIRE SOFTWARE INC 6.4%

Value $291M Shares 1,445,206 Est. Cost $125.86 Unrealized +75.8%

GOOGL ALPHABET INC 6.4%

Value $290M Shares 925,406 Est. Cost $285.60 Unrealized 0.0%

KLAC KLA CORP 4.1%

Value $186M Shares 152,948 Est. Cost $930.36 Unrealized +26.0%

KLAR KLARNA GROUP PLC 0.1%

Value $2.374M Shares 82,119 Est. Cost $42.59 Unrealized -19.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,120,920	$645M	14.2%	$200.81	—	SPONSORED ADS	874039100
TDG	TRANSDIGM GROUP INC	434,280	$578M	12.7%	$169.11	+675.1%	COM	893641100
AMZN	AMAZON COM INC	1,975,866	$456M	10.0%	$139.83	+63.6%	COM	023135106
WCN	WASTE CONNECTIONS INC	2,367,313	$415M	9.1%	$155.74	+11.0%	COM	94106B101
VMC	VULCAN MATLS CO	1,317,084	$376M	8.3%	$181.82	+61.2%	COM	929160109
DE	DEERE & CO	778,195	$362M	8.0%	$373.60	+25.2%	COM	244199105
MSFT	MICROSOFT CORP	748,574	$362M	8.0%	$306.83	+63.1%	COM	594918104
VEEV	VEEVA SYS INC	1,302,898	$291M	6.4%	$226.86	+17.0%	CL A COM	922475108
NOW	SERVICENOW INC	1,897,705	$291M	6.4%	$175.56	-2.3%	COM	81762P102
GWRE	GUIDEWIRE SOFTWARE INC	1,445,206	$291M	6.4%	$125.86	+75.8%	COM	40171V100
GOOGL	ALPHABET INC	925,406	$290M	6.4%	$285.60	0.0%	CAP STK CL A	02079K305
KLAC	KLA CORP	152,948	$186M	4.1%	$930.36	+26.0%	COM NEW	482480100
KLAR	KLARNA GROUP PLC	82,119	$2.374M	0.1%	$42.59	-19.4%	SHS	G5279N105