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Sharlyn C. Musslewhite

Stockbridge Partners Llc

Assets Managed
$4.139B
Holdings
16
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-8.89%(2Q avg: -10.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stockbridge Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Stockbridge Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.139B in assets, with a quarterly growth rate of -8.89% and a 2-quarter average growth rate of -10.52%. The portfolio is managed by Sharlyn C. Musslewhite, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 1.46%
17.57%
$727.159M
2.152M shares@ $337.95 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 25.26%
12.46%
$515.454M
2.475M shares@ $208.27 avg price
TDG
Transdigm Group Inc
Recent Activity
Increased 0.01%
12.17%
$503.314M
434,281 shares@ $1158.97 avg price
WCN
Waste Connections Inc
Recent Activity
Increased 3.55%
9.63%
$398.168M
2.451M shares@ $162.44 avg price
DE
Deere & Co
Recent Activity
Decreased -27.4%
7.69%
$318.227M
564,933 shares@ $563.31 avg price
VMC
Vulcan Materials Co
Recent Activity
Decreased -13.31%
7.52%
$310.877M
1.142M shares@ $272.31 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 5.52%
6.79%
$280.797M
976,482 shares@ $287.57 avg price
NVDA
Nvidia Corp
Recent Activity
New Position
6.46%
$267.201M
1.532M shares@ $174.4 avg price
KLAC
Kla Corp
Recent Activity
Decreased -12.86%
4.75%
$196.23M
133,271 shares@ $1472.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -29.76%
4.71%
$194.612M
525,737 shares@ $370.17 avg price

1-10 of 16