Portfolio (Quarterly) Guide ↗

Stockbridge Partners LLC

· CIK 0001505183

13F Portfolio $4.8B AUM 17 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 7 Added 5 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KLAC	KLA CORP	Technology	133,271	$196.2M	4.74%	SOLD
2	MSFT	MICROSOFT CORP	Technology	525,737	$194.6M	4.70%	SOLD

Sector Allocation

Technology 30.8%

Industrials 28.3%

Consumer Cyclical 13.4%

Communication Services 10.2%

Financial Services 8.1%

Basic Materials 7.7%

Healthcare 1.6%