Stockbridge Partners LLC - Q12026 Holdings

Stockbridge Partners LLC holds 16 stocks with a total portfolio value of $ 4.14B as of Q12026. In Q12026, Stockbridge Partners LLC added 6 new positions, increased stakes in 5 stocks, reduced 5 holdings, and fully exited 3 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 17.57% of the total portfolio.