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Stockbridge Partners LLC
Vermögensverwalter · Portfolio $4.75 Mrd. · 17 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 19
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac… US:TSM · Hinterlegungsschein | 2 072 924 | $990 Mio. | 20.83% | −78 751 |
| Transdigm Group Incorporated US:TDG | 434 281 | $578 Mio. | 12.17% | — |
| Alphabet Inc. US:GOOGL | 1 252 838 | $448 Mio. | 9.42% | +276 356 |
| Amazon.com, Inc. US:AMZN | 1 776 149 | $423 Mio. | 8.91% | −698 782 |
| Deere & Company US:DE | 567 456 | $360 Mio. | 7.57% | +2 523 |
| Liberty Media Corporation Se… US:FWONK | 3 613 069 | $344 Mio. | 7.23% | +2 883 475 |
| Vulcan Materials Company US:VMC | 1 065 963 | $314 Mio. | 6.62% | −75 709 |
| NVIDIA Corporation US:NVDA | 1 295 226 | $259 Mio. | 5.45% | −236 892 |
| Waste Connections Inc US:WCN | 1 161 217 | $194 Mio. | 4.07% | −1 289 952 |
| Visa Inc. Class A US:V | 557 138 | $191 Mio. | 4.02% | +219 828 |
| Allison Transmission Holding… US:ALSN | 1 499 984 | $169 Mio. | 3.56% | +469 586 |
| Mastercard Inc US:MA | 319 922 | $164 Mio. | 3.46% | +113 948 |
| Woodward Inc US:WWD | 270 673 | $115 Mio. | 2.42% | neu |
| Guidewire Software Inc US:GWRE | 759 827 | $93.5 Mio. | 1.97% | +623 392 |
| Veeva Systems Inc Class A US:VEEV | 404 617 | $71.8 Mio. | 1.51% | neu |
| Martin Marietta Materials In… US:MLM | 42 450 | $24.5 Mio. | 0.52% | +10 237 |
| ServiceTitan, Inc. Class A US:TTAN | 188 565 | $13.3 Mio. | 0.28% | neu |
| KLA Corporation US:KLAC | 0 (war 133 271) | — | — | verkauft |
| Microsoft Corporation US:MSFT | 0 (war 525 737) | — | — | verkauft |
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