Portfolio (Quarterly) Guide ↗

Stockbridge Partners LLC

· CIK 0001505183

13F Portfolio $4.1B AUM 16 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 4 Added 5 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VEEV	VEEVA SYS INC	Healthcare	1,302,898	$290.8M	6.40%	SOLD
2	NOW	SERVICENOW INC	Technology	1,897,705	$290.7M	6.40%	SOLD
3	—	KLARNA GROUP PLC	—	82,119	$2.4M	0.05%	SOLD

Sector Allocation

Technology 34.5%

Industrials 29.9%

Consumer Cyclical 15.6%

Basic Materials 8.1%

Communication Services 6.9%

Financial Services 5.0%