Concentrated quality growth
Stockbridge Partners · Berkshire Partners 体系内的集中质量成长
Stockbridge Partners 公开资料较少，但其组合呈现集中、长期质量成长和耐心持有特征，适合按 Berkshire Partners 体系内的质量成长平台阅读。最值得看的是少数核心 franchise 的持有变化、消费/平台公司稳定性、低换手和与其他质量成长投资人的共识交叉。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
TSM
|
2,151,675 | $727.2M | 17.6% |
AMZN
|
2,474,931 | $515.5M | 12.5% |
TDG
|
434,281 | $503.3M | 12.2% |
WCN
|
2,451,169 | $398.2M | 9.6% |
DE
|
564,933 | $318.2M | 7.7% |
VMC
|
1,141,672 | $310.9M | 7.5% |
GOOGL
|
976,482 | $280.8M | 6.8% |
NVDA
|
1,532,118 | $267.2M | 6.5% |
KLAC
|
133,271 | $196.2M | 4.7% |
MSFT
|
525,737 | $194.6M | 4.7% |
ALSN
|
1,030,398 | $120.6M | 2.9% |
MA
|
205,974 | $102.9M | 2.5% |
V
|
337,310 | $101.9M | 2.5% |
FWONK
|
729,594 | $62.0M | 1.5% |
GWRE
|
136,435 | $20.4M | 0.5% |
MLM
|
32,213 | $19.0M | 0.5% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
VEEV
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,302,898 | -100.0% | -$290.8M |
NOW
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,897,705 | -100.0% | -$290.7M |
|
GWRE
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 136,435 | 1,445,206 | -90.6% | -$270.1M |
|
NVDA
|
新增 | 2026-03-31 披露 2026-05-15 | 1,532,118 | 0 | - | +$267.2M |
|
MSFT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 525,737 | 748,574 | -29.8% | -$167.4M |
|
ALSN
|
新增 | 2026-03-31 披露 2026-05-15 | 1,030,398 | 0 | - | +$120.6M |
|
MA
|
新增 | 2026-03-31 披露 2026-05-15 | 205,974 | 0 | - | +$102.9M |
|
V
|
新增 | 2026-03-31 披露 2026-05-15 | 337,310 | 0 | - | +$101.9M |
|
TSM
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,151,675 | 2,120,920 | 1.5% | +$82.6M |
|
TDG
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 434,281 | 434,280 | 0.0% | -$74.2M |
|
VMC
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,141,672 | 1,317,084 | -13.3% | -$64.8M |
|
FWONK
|
新增 | 2026-03-31 披露 2026-05-15 | 729,594 | 0 | - | +$62.0M |
|
AMZN
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,474,931 | 1,975,866 | 25.3% | +$59.4M |
|
DE
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 564,933 | 778,195 | -27.4% | -$44.1M |
|
MLM
|
新增 | 2026-03-31 披露 2026-05-15 | 32,213 | 0 | - | +$19.0M |
|
WCN
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,451,169 | 2,367,313 | 3.5% | -$17.0M |
|
KLAC
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 133,271 | 152,948 | -12.9% | +$10.4M |
|
GOOGL
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 976,482 | 925,406 | 5.5% | -$8.9M |
|
GOOGL
|
新增 | 2025-12-31 披露 2026-02-17 | 925,406 | 0 | - | +$289.7M |
HLT
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 886,951 | -100.0% | -$230.1M |
|
KLAC
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 152,948 | 310,675 | -50.8% | -$149.2M |
|
MSFT
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 748,574 | 930,812 | -19.6% | -$120.1M |
|
TDG
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 434,280 | 525,233 | -17.3% | -$114.7M |
TMO
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 207,584 | -100.0% | -$100.7M |
|
VEEV
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,302,898 | 1,306,224 | -0.3% | -$98.3M |
|
NOW
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,897,705 | 419,795 | 352.1% | -$95.6M |
|
AMZN
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,975,866 | 2,426,541 | -18.6% | -$76.7M |
|
VMC
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,317,084 | 1,396,525 | -5.7% | -$53.9M |
|
GWRE
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,445,206 | 1,039,356 | 39.0% | +$51.6M |
|
TSM
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,120,920 | 2,128,453 | -0.4% | +$50.1M |
|
WCN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,367,313 | 2,234,527 | 5.9% | +$22.3M |
|
DE
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 778,195 | 797,359 | -2.4% | -$2.3M |
还没有观点记录。