Stockbridge Partners LLC
•CIK: 1505183•Filing: Q4 2025
Stockbridge Partners LLC, with $4.5 billion in assets under management, is led by co-founders John Hempton and Andrew Toole, known for their contrarian and quantitative investment approach. Recently, the fund has increased its position in Google (GOOGL), exited holdings in Hawaiian Holdings (HLT) and Thermo Fisher Scientific (TMO), and significantly cut positions in Lumentum Holdings (KLAC) and Veeco Instruments (VEEV), while adding to its stake in The Goldman Sachs Group (GWRE).
Total AUM
$4.5B
QoQ Performance
-12.2%
Positions
13
Top 10 Concentration
89.5%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
T7D
AMZN
WCN
VMC
DE
MSFT
VEEV
TSM14.2%
T7D12.7%
AMZN10.0%
WCN9.1%
VMC8.3%
DE8.0%
MSFT8.0%
VEEV6.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.6%
Technology14.3%
Consumer10.0%
Industrial8.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑3 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023