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Funds (13F)

Stockbridge Partners LLC

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+17.4%
S&P 500 +14.1%
Last 12 months
+2.1%
S&P 500 +12.1%
Sharpe ratio
0.79
S&P 500 0.78
Biggest drop
−39.5%
S&P 500 −31.8%
$10.0k$20.0k$40.0k$80.0k 2013201520172019202120232025 $82.8k$57.0k
Stockbridge Partners LLCS&P 500 $10,000 in Stockbridge Partners LLC from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Stockbridge Partners LLC's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Stockbridge Partners LLC's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+17.4%+14.1%
Total return+728%+470%
Last 12 months+2.1%+12.1%
Last 3 months−0.5%—
Last month−1.4%—
This year so far+3.8%—
Volatility a year20.5%16.0%
Sharpe ratio0.790.78
Biggest drop−39.5%−31.8%
Beta to the S&P 5001.061.00
Alpha a year (t-statistic)+2.8% (0.90)—
Share of weeks up59%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
TSM20.8%——
TDG12.2%——
GOOGL9.4%——
AMZN8.9%——
DE7.6%——
FWONK7.2%——
VMC6.6%——
NVDA5.5%——
WCN4.1%——
V4.0%——
ALSN3.6%——
MA3.5%——
WWD2.4%——
GWRE2.0%——
VEEV1.5%——
MLM0.5%——
TTAN0.3%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+17.4%+14.1%0.790.78−39.5%1.06+2.8% (0.90)
2018 onwards5 Jan 2018 to 2 Nov 2026+15.8%+13.9%0.650.66−39.5%1.06+1.8% (0.48)
Last three years3 Nov 2023 to 2 Nov 2026+19.0%+21.8%0.941.16−15.2%0.89−0.3% (−0.07)
Last year7 Nov 2025 to 2 Nov 2026+3.5%+14.2%0.040.84−11.9%0.91−8.5% (−0.95)
DateCompanyAction
21 Aug 2026WWDBought
21 Aug 2026VEEVBought
21 Aug 2026TTANBought
22 May 2026VBought
22 May 2026NVDABought
22 May 2026MLMBought
22 May 2026MABought
22 May 2026FWONKBought
22 May 2026ALSNBought
20 Feb 2026GOOGLBought
21 Nov 2025KLARBought
21 Nov 2025KLACBought
16 May 2025TSMBought
16 May 2025NOWBought
21 Feb 2025VEEVBought
15 Nov 2024WCNBought
15 Nov 2024VMCBought
15 Nov 2024TMOBought
15 Nov 2024TDGBought
15 Nov 2024PCORBought
15 Nov 2024NYTBought
15 Nov 2024MSFTBought
15 Nov 2024HLTBought
15 Nov 2024GWREBought
15 Nov 2024DEBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026MSFTSold
21 Aug 2026KLACSold
22 May 2026VEEVSold
22 May 2026NOWSold
22 May 2026KLARSold
20 Feb 2026TMOSold
20 Feb 2026HLTSold
16 May 2025NYTSold
21 Feb 2025PCORSold
21 Feb 2025CHTRSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest