Stockbridge Partners LLC
Boston MA · SEC CIK 0001505183
$47.53亿2026Q2 申报市值
17持仓数
86.3%前十大占比 · 第一大 20.8%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FWONK 加仓+$2.74亿
WWD 新建仓+$1.15亿
GOOGL 加仓+$9,876.13万
GWRE 加仓+$7,670.84万
V 加仓+$7,542.08万
2026Q2 卖出最多 按季末市值估算
WCN 减仓-$2.15亿
KLAC 清仓-$1.96亿
MSFT 清仓-$1.95亿
AMZN 减仓-$1.67亿
VEEV 重新持有-$1.59亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.90亿 | 20.83% | 2,072,924 | -78,751 | -3.7% | -$3,760.91万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $5.78亿 | 12.17% | 434,281 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $4.48亿 | 9.42% | 1,252,838 | 276,356 | 28.3% | $9,876.13万 | 加仓 |
| AMZN | AMAZON COM INC | $4.23亿 | 8.91% | 1,776,149 | -698,782 | -28.2% | -$1.67亿 | 减仓 |
| DE | DEERE & CO | $3.60亿 | 7.57% | 567,456 | 2,523 | 0.4% | $160.04万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $3.44亿 | 7.23% | 3,613,069 | 2,883,475 | 395.2% | $2.74亿 | 加仓 |
| VMC | VULCAN MATLS CO | $3.14亿 | 6.62% | 1,065,963 | -75,709 | -6.6% | -$2,233.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.59亿 | 5.45% | 1,295,226 | -236,892 | -15.5% | -$4,739.97万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1.94亿 | 4.07% | 1,161,217 | -1,289,952 | -52.6% | -$2.15亿 | 减仓 |
| V | VISA INC | $1.91亿 | 4.02% | 557,138 | 219,828 | 65.2% | $7,542.08万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.69亿 | 3.56% | 1,499,984 | 469,586 | 45.6% | $5,294.11万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.64亿 | 3.46% | 319,922 | 113,948 | 55.3% | $5,852.37万 | 加仓 |
| WWD | WOODWARD INC | $1.15亿 | 2.42% | 270,673 | 270,673 | — | $1.15亿 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $9,349.67万 | 1.97% | 759,827 | 623,392 | 456.9% | $7,670.84万 | 加仓 |
| VEEV | VEEVA SYS INC | $7,180.74万 | 1.51% | 404,617 | -898,281 | -68.9% | -$1.59亿 | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC | $2,448.09万 | 0.52% | 42,450 | 10,237 | 31.8% | $590.37万 | 加仓 |
| TTAN | SERVICETITAN INC | $1,333.34万 | 0.28% | 188,565 | 188,565 | — | $1,333.34万 | 新建仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -1,332,710 | -100.0% | -$1.96亿 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -525,737 | -100.0% | -$1.95亿 | 清仓 |