Stockbridge Partners LLC
    Stock Holdings

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    13F Holdings

    $4.07 billion

    $ Current Holdings

    10

    # Current Holdings

    0

    # Positions Opened

    3

    # Positions Increased

    2

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    Jun 2024
    Mar 2024
    TSMTaiwan Semiconductor Manufacturing Company Limited$644,526,3792,120,9202,120,9202,128,4532,218,034941,6610000
    TDGTransDigm Group Incorporated$577,527,258434,280434,280525,233532,551578,251668,285706,338706,3380
    AMZNAmazon.com, Inc.$456,069,3901,975,8661,975,8662,426,5412,483,2492,866,4293,315,7263,362,4172,576,2860
    Stockbridge Partners LLC Portfolio Equity Holdings.