Stockbridge Partners
Latest filing: 3 new · 7 added · 5 trimmed · 2 sold outLargest: TSM 20.8%
For information only · Important disclosures · Request a correction or removal
Berkshire Partners' public equity team. Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.
Live since inception vs SPY
Published and tracked from Oct 1, 2025 close
Look-back Backtested
Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.
If you had copied on filing dates Backtested
Hypothetical: each quarter's reported holdings bought at the close on the day the 13F was filed (not quarter-end) and kept until the next filing. Before costs.
| Since | Copy | SPY |
|---|---|---|
| 2024-11-14 | +17.3% | +31.0% |
| 2025-02-14 | +12.4% | +27.1% |
| 2025-05-15 | +12.8% | +30.8% |
| 2025-08-14 | +6.2% | +19.4% |
| 2025-11-14 | +3.6% | +14.3% |
| 2026-02-17 | +7.1% | +12.2% |
| 2026-05-15 | +2.2% | +3.3% |
| 2026-08-14 | -3.4% | -1.9% |
Stockbridge Partners · Allocation Pie
17 positions · 100%Interactive weighting by individual position or sector/asset sleeve
Holdings (17)
TSM Taiwan Semiconductor Mfg.
20.8%
+2.9% today
TDG TransDigm Group
12.2%
+2.3% today
GOOGL Alphabet Inc. (Class A)
9.4%
-1.1% today
AMZN Amazon
8.9%
+1.6% today
DE Deere & Company
7.6%
-0.8% today
FWONK Liberty Media Corporation - Ser
7.2%
-0.2% today
VMC Vulcan Materials Company
6.6%
-0.1% today
NVDA Nvidia
5.5%
+0.9% today
WCN Waste Connections, Inc.
4.1%
+0.1% today
V Visa Inc.
4.0%
-0.9% today
ALSN Allison Transmission
3.6%
+0.8% today
MA Mastercard
3.5%
-1.6% today
WWD Woodward, Inc.
2.4%
+0.7% today
GWRE Guidewire Software
2.0%
-2.7% today
VEEV Veeva Systems
1.5%
-1.5% today
MLM Martin Marietta Materials
0.5%
-0.6% today
TTAN ServiceTitan, Inc.
0.3%
-1.9% today
Full 13F filing on SEC EDGAR ↗
Changes vs prior quarter
TSM Taiwan Semiconductor ManufacTrimmed-4%GOOGL Alphabet IncAdded+28%AMZN Amazon Com IncTrimmed-28%FWONK Liberty Media Corp DelAdded+395%VMC Vulcan Matls CoTrimmed-7%NVDA Nvidia CorporationTrimmed-15%WCN Waste Connections IncTrimmed-53%V Visa IncAdded+65%ALSN Allison Transmission Hldgs IAdded+46%MA Mastercard IncorporatedAdded+55%WWD Woodward IncNewGWRE Guidewire Software IncAdded+457%VEEV Veeva Sys IncNewMLM Martin Marietta Matls IncAdded+32%TTAN Servicetitan IncNew
KLAC Kla CorpSold out-100%
MSFT Microsoft CorpSold out-100%Get the market emails
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026