Equal-WT
WhaleScore 2.0
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STOCKBRIDGE PARTNERS LLC
BOSTON MA
Investment Advisor
Hedge Fund
Stockbridge Partners is based out of Boston. Stockbridge Partners is a hedge fund with 2 clients and discretionary assets under management (AUM) of $5,860,523,219 (Form ADV from 2024-03-29). Their last reported 13F filing for Q1 2025 included $4,518,120,082 in managed 13F securities
and a top 10 holdings concentration of 93.0%. Stockbridge Partners's largest holding is Transdigm Group Incorporated with shares held of 578,251. Whalewisdom has at least 60 13F filings, and 13 13G filings
Investment Strategy
The Adviser primarily invests client assets in public and, in some cases, private companies that demonstrate sustainable earnings and growth. This is determined by analyzing the industries they operate in, their competitive positions, and the management teams' ability to execute business plans. The Adviser typically assesses a company's potential performance over a two-to-five-year period, seeking significant capital appreciation, and aims to invest when short-term uncertainty creates attractive valuations for companies with strong fundamentals and growth prospects.
The Adviser's investment approach involves a thorough due diligence process before investment and ongoing monitoring afterward, requiring significant time and resources. The portfolio is expected to be relatively concentrated, but the Adviser manages this concentration to avoid excessive exposure to specific industries or macroeconomic factors. While there are internal guidelines for the percentage of client assets invested in a single security, there are no absolute limitations on the number of positions held, allowing for varying degrees of concentration or diversification. The Adviser primarily focuses on long-term investments in publicly traded equities, mainly in the United States, but also pursues international investments and may engage in strategic short sales to hedge risks or capitalize on market inefficiencies.
Owners
- BPSP, L.P. - MANAGING MEMBER
- JONES, ROSS, MARSHALL - MANAGING DIRECTOR
- HAMELSKY, LAWRENCE, SCOTT - MANAGING DIRECTOR
- HOFFMAN, ELIZABETH, LEE - MANAGING DIRECTOR
- NILSSON, JONAS, PETER - MANAGING DIRECTOR, HEAD OF INVESTOR RELATIONS
- SHOEMAKER, RALEIGH, ALEXANDER - MANAGING DIRECTOR
- PAYNE, MARNI, FOX - MANAGING DIRECTOR
- GOOCH, MATTHEW, BRIAN - MANAGING DIRECTOR, BUSINESS DEVELOPMENT
- BORDEAU, DAVID, CHILDS - MANAGING DIRECTOR
- OFOSU-AMAAH, NII AMAAH, KORANTENG - MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS
- WALKER, ANDREW, CHRISTOPHER - MANAGING DIRECTOR
- CORVETTI, CANDICE, M - MANAGING DIRECTOR
- KELLY, WHITNEY, MAYFIELD - MANAGING DIRECTOR
- ACKERMAN, REUBEN, BENJAMIN - CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
- ASCIONE, MICHAEL, CARL - MANAGING DIRECTOR
- CALLAGHAN, KEVIN, THOMAS - MANAGING DIRECTOR
- HADLEY, CHRISTOPHER, JOHN - MANAGING DIRECTOR
- MUSSLEWHITE, SHARLYN, CARTER - MANAGING DIRECTOR AND GENERAL COUNSEL
- LUTZKER, JOSHUA, ADAM - MANAGING DIRECTOR
- SMALL, ROBERT, JOSHUA - MANAGING DIRECTOR
- WHELAN, EDWARD, JOSEPH - MANAGING DIRECTOR
- BRING, KENNETH, SCOTT - MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER
- PAPPAS, GREG, JOSEPH - MANAGING DIRECTOR
- SEETHARAM, ANIL, NMN - MANAGING DIRECTOR
- BRIDE, ELIZABETH, DENISON - MANAGING DIRECTOR
- Adams, Samantha, Allen - MANAGING DIRECTOR
- Spirn, Samuel, Whiston - MANAGING DIRECTOR
- Gottesman, Blake, Lanier - MANAGING DIRECTOR
- Souza, Eric, R - CHIEF TECHNOLOGY OFFICER AND CISO
- LEVY, BENJAMIN, DAVID - MANAGING DIRECTOR
- HASAN, SAAD - MANAGING DIRECTOR
- THOMPSON, TERRY, H - MANAGING DIRECTOR AND CHIEF OPERATING OFFICER
- NUGER, JONATHAN, D - MANAGING DIRECTOR
- Rainaud, Henri, Edward - MANAGING DIRECTOR Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VEEV Veeva Systems Inc | 4.29% |
| NOW ServiceNow Inc | 3.54% |
| TSM Taiwan Semiconductor | 3.46% |
| WCN Waste Connections In | 2.01% |
| DE Deere & Co | 1.24% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| NYT New York Times Co. | 4.84% |
| AMZN Amazon.com Inc | 3.37% |
| LBRDK Liberty Broadband Co | 2.96% |
| VMC Vulcan Materials Co | 2.33% |
| GWRE Guidewire Software, | 2.32% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| TDG Transdigm Group Inco | 17.7% |
| AMZN Amazon.com Inc | 12.07% |
| DE Deere & Co | 9.18% |
| WCN Waste Connections In | 9.17% |
| MSFT Microsoft Corporatio | 8.81% |
2025-03-31
13F Activity
| Market Value | $4.52b, Prior: $4.71b |
| Inflows (Outflows) as % of Total MV | (-4.1667)% |
| New Purchases | 2 stocks |
| Added To | 5 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 5 stocks |
| Top 10 Holdings % | 93% |
| Turnover %[1] | 28.57% |
| Turnover Alt %[2] | 14.21% |
| Time Held Top 20 | 14.3333 quarters |
| Time Held Top 10 | 16 quarters |
| Time Held All | 14.33 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31