Stockbridge Partners LLC
Boston MA · SEC CIK 0001505183
$41.39亿2026Q1 申报市值
16持仓数
89.7%前十大占比 · 第一大 17.6%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 新建仓+$2.67亿
ALSN 新建仓+$1.21亿
AMZN 加仓+$1.04亿
MA 新建仓+$1.03亿
V 新建仓+$1.02亿
2026Q1 卖出最多 按季末市值估算
NOW 清仓-$2.91亿
GWRE 减仓-$1.96亿
DE 减仓-$1.20亿
MSFT 减仓-$8,248.76万
VMC 减仓-$4,776.47万
2026Q1 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 | $7.27亿 | 17.57% | 2,151,675 | 30,755 | 1.5% | $1,039.37万 | 加仓 |
| AMZN | AMAZON COM INC | $5.15亿 | 12.45% | 2,474,931 | 499,065 | 25.3% | $1.04亿 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5.03亿 | 12.16% | 434,281 | 1 | 0.0% | $1,159 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $3.98亿 | 9.62% | 2,451,169 | 83,856 | 3.5% | $1,362.16万 | 加仓 |
| DE | DEERE & CO | $3.18亿 | 7.69% | 564,933 | -213,262 | -27.4% | -$1.20亿 | 减仓 |
| VMC | VULCAN MATLS CO | $3.11亿 | 7.51% | 1,141,672 | -175,412 | -13.3% | -$4,776.47万 | 减仓 |
| GOOGL | ALPHABET INC | $2.81亿 | 6.78% | 976,482 | 51,076 | 5.5% | $1,468.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.67亿 | 6.46% | 1,532,118 | 1,532,118 | — | $2.67亿 | 新建仓 |
| KLAC | KLA CORP | $1.96亿 | 4.74% | 133,271 | -19,677 | -12.9% | -$2,897.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.95亿 | 4.70% | 525,737 | -222,837 | -29.8% | -$8,248.76万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.21亿 | 2.91% | 1,030,398 | 1,030,398 | — | $1.21亿 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $1.03亿 | 2.49% | 205,974 | 205,974 | — | $1.03亿 | 新建仓 |
| V | VISA INC | $1.02亿 | 2.46% | 337,310 | 337,310 | — | $1.02亿 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $6,203.01万 | 1.50% | 729,594 | 729,594 | — | $6,203.01万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2,040.52万 | 0.49% | 136,435 | -1,308,771 | -90.6% | -$1.96亿 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,896.31万 | 0.46% | 32,213 | 32,213 | — | $1,896.31万 | 新建仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,897,705 | -100.0% | -$2.91亿 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -82,119 | -100.0% | -$237.41万 | 清仓 |