Long-term investor
Stockbridge Partners LLC @stockbridgepartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001505183).
Record
- Tracked since 2025-06-30 (448 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +12.3% · all +12.3%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 20.8% · long · since 2025-06-30
- TDG · 12.2% · long · since 2025-06-30
- GOOGL · 9.4% · long · since 2025-12-31
- AMZN · 8.9% · long · since 2025-06-30
- DE · 7.6% · long · since 2025-06-30
- 531229755 · 7.2% · long · since 2026-03-31
- VMC · 6.6% · long · since 2025-06-30
- NVDA · 5.5% · long · since 2026-03-31
- WCN · 4.1% · long · since 2025-06-30
- V · 4.0% · long · since 2026-03-31
- ALSN · 3.6% · long · since 2026-03-31
- MA · 3.5% · long · since 2026-03-31