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Concentrated quality growth

Stockbridge Partners

Stockbridge Partners, concentrated quality growth inside the Berkshire Partners ecosystem

Stockbridge Partners is a concentrated quality-growth investor associated with the Berkshire Partners ecosystem. Its public holdings are useful for studying durable franchises, strong unit economics, and long holding periods.

Sources Stockbridge Partners official site SEC EDGAR profile
Concentrated quality growth CIK 1505183
2026-03-31 Latest 13F 16 Current holdings 45 Last 3 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 16 disclosed positions · $4.1B Top five 59.5%: TSM, AMZN, TDG, WCN, DE

Performance materials

  • Stockbridge does not publish a continuous public fund-level return table. Public filings and firm materials provide context.

Firm and key people

  • Stockbridge operates as an investment strategy connected to Berkshire Partners.
  • The portfolio is typically concentrated, so major holdings carry real signal.
  • Public filings help identify the firm's highest-conviction public companies.

Investment style

  • Prefer high-quality businesses with durable growth and strong competitive positions.
  • Concentration makes thesis quality and downside risk important.
  • Watch multi-quarter position changes more than small new entries.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-15
Stocks Shares Value Weight
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%

Last 3 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-15
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
VEEV Sold out 2026-03-31 Filed 2026-05-15 0 1,302,898 -100.0% -$290.8M
NOW Sold out 2026-03-31 Filed 2026-05-15 0 1,897,705 -100.0% -$290.7M
GWRE Major reduction 2026-03-31 Filed 2026-05-15 136,435 1,445,206 -90.6% -$270.1M
NVDA New 2026-03-31 Filed 2026-05-15 1,532,118 0 - +$267.2M
MSFT Major reduction 2026-03-31 Filed 2026-05-15 525,737 748,574 -29.8% -$167.4M
ALSN New 2026-03-31 Filed 2026-05-15 1,030,398 0 - +$120.6M
MA New 2026-03-31 Filed 2026-05-15 205,974 0 - +$102.9M
V New 2026-03-31 Filed 2026-05-15 337,310 0 - +$101.9M
TSM Minor increase 2026-03-31 Filed 2026-05-15 2,151,675 2,120,920 1.5% +$82.6M
TDG Minor increase 2026-03-31 Filed 2026-05-15 434,281 434,280 0.0% -$74.2M
VMC Minor reduction 2026-03-31 Filed 2026-05-15 1,141,672 1,317,084 -13.3% -$64.8M
FWONK New 2026-03-31 Filed 2026-05-15 729,594 0 - +$62.0M
AMZN Major increase 2026-03-31 Filed 2026-05-15 2,474,931 1,975,866 25.3% +$59.4M
DE Major reduction 2026-03-31 Filed 2026-05-15 564,933 778,195 -27.4% -$44.1M
MLM New 2026-03-31 Filed 2026-05-15 32,213 0 - +$19.0M
WCN Minor increase 2026-03-31 Filed 2026-05-15 2,451,169 2,367,313 3.5% -$17.0M
KLAC Minor reduction 2026-03-31 Filed 2026-05-15 133,271 152,948 -12.9% +$10.4M
GOOGL Minor increase 2026-03-31 Filed 2026-05-15 976,482 925,406 5.5% -$8.9M
GOOGL New 2025-12-31 Filed 2026-02-17 925,406 0 - +$289.7M
HLT Sold out 2025-12-31 Filed 2026-02-17 0 886,951 -100.0% -$230.1M
KLAC Major reduction 2025-12-31 Filed 2026-02-17 152,948 310,675 -50.8% -$149.2M
MSFT Major reduction 2025-12-31 Filed 2026-02-17 748,574 930,812 -19.6% -$120.1M
TDG Major reduction 2025-12-31 Filed 2026-02-17 434,280 525,233 -17.3% -$114.7M
TMO Sold out 2025-12-31 Filed 2026-02-17 0 207,584 -100.0% -$100.7M
VEEV Minor reduction 2025-12-31 Filed 2026-02-17 1,302,898 1,306,224 -0.3% -$98.3M
NOW Major increase 2025-12-31 Filed 2026-02-17 1,897,705 419,795 352.1% -$95.6M
AMZN Major reduction 2025-12-31 Filed 2026-02-17 1,975,866 2,426,541 -18.6% -$76.7M
VMC Minor reduction 2025-12-31 Filed 2026-02-17 1,317,084 1,396,525 -5.7% -$53.9M
GWRE Major increase 2025-12-31 Filed 2026-02-17 1,445,206 1,039,356 39.0% +$51.6M
TSM Minor reduction 2025-12-31 Filed 2026-02-17 2,120,920 2,128,453 -0.4% +$50.1M
WCN Minor increase 2025-12-31 Filed 2026-02-17 2,367,313 2,234,527 5.9% +$22.3M
DE Minor reduction 2025-12-31 Filed 2026-02-17 778,195 797,359 -2.4% -$2.3M
KLAC New 2025-09-30 Filed 2025-11-14 310,675 0 - +$335.1M
NOW Major increase 2025-09-30 Filed 2025-11-14 419,795 213,317 96.8% +$167.0M
TMO Major reduction 2025-09-30 Filed 2025-11-14 207,584 611,951 -66.1% -$147.4M
HLT Major reduction 2025-09-30 Filed 2025-11-14 886,951 1,307,393 -32.2% -$118.1M
TDG Minor reduction 2025-09-30 Filed 2025-11-14 525,233 532,551 -1.4% -$117.6M
TSM Minor reduction 2025-09-30 Filed 2025-11-14 2,128,453 2,218,034 -4.0% +$92.1M
VEEV Major reduction 2025-09-30 Filed 2025-11-14 1,306,224 1,561,284 -16.3% -$60.5M
DE Minor reduction 2025-09-30 Filed 2025-11-14 797,359 835,657 -4.6% -$60.3M
VMC Minor reduction 2025-09-30 Filed 2025-11-14 1,396,525 1,419,652 -1.6% +$59.3M
GWRE Major reduction 2025-09-30 Filed 2025-11-14 1,039,356 1,248,122 -16.7% -$55.0M
MSFT Minor reduction 2025-09-30 Filed 2025-11-14 930,812 1,014,172 -8.2% -$22.3M
AMZN Minor reduction 2025-09-30 Filed 2025-11-14 2,426,541 2,483,249 -2.3% -$12.0M
WCN Minor increase 2025-09-30 Filed 2025-11-14 2,234,527 2,137,774 4.5% -$6.3M

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.