Sharlyn Heslam
Sharlyn Heslam's Stockbridge Partners holds 16 U.S.-equity positions worth $4.1B (SEC 13F, Q1 2026). Top positions: Taiwan Semiconductor Manufac 17.6%, Amazon.Com Inc 12.4%, TransDigm Group Incorporated 12.2%. 13F-replication return is +60% over 3 years (-18 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufac | 17.6% | 2.2M | $727M | ▲ 1.5% (+31K) | $202.77 | $456.19 (+125%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 12.4% | 2.5M | $515M | ▲ 25% (+499K) | $143.78 | $249.66 (+74%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 12.2% | 434K | $503M | — | $737.05 | $1,086.74 (+47%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 9.6% | 2.5M | $398M | ▲ 3.5% (+84K) | $166.27 | $154.03 (−7%) | 2026-03-31 |
| DE Deere & Company | 7.7% | 565K | $318M | ▼ 27% (−213K) | $400.45 | $659.27 (+65%) | 2026-03-31 |
| VMC Vulcan Materials Company(Holding Company) | 7.5% | 1.1M | $311M | ▼ 13% (−175K) | $196.83 | $243.05 (+23%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 6.8% | 976K | $281M | ▲ 5.5% (+51K) | $311.67 | $344.90 (+11%) | 2026-03-31 |
| NVDA NVIDIA CORP | 6.5% | 1.5M | $267M | NEW (+1.5M) | $174.40 | $230.82 (+32%) | 2026-03-31 |
| KLAC KLA Corporation Common Stock | 4.7% | 133K | $196M | ▼ 13% (−20K) | $107.86 | $198.82 (+84%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 4.7% | 526K | $195M | ▼ 30% (−223K) | $323.88 | $519.35 (+60%) | 2026-03-31 |
| ALSN ALLISON TRANSMISSION HOLDINGS, INC. | 2.9% | 1.0M | $121M | NEW (+1.0M) | $117.06 | $112.79 (−4%) | 2026-03-31 |
| MA Mastercard Incorporated | 2.5% | 206K | $103M | NEW (+206K) | $499.66 | $554.07 (+11%) | 2026-03-31 |
| V VISA Inc. | 2.5% | 337K | $102M | NEW (+337K) | $229.89 | $361.52 (+57%) | 2026-03-31 |
| FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock | 1.5% | 730K | $62M | NEW (+730K) | $85.02 | $92.19 (+8%) | 2026-03-31 |
| GWRE GUIDEWIRE SOFTWARE, INC. | 0.5% | 136K | $20M | ▼ 91% (−1.3M) | $125.56 | $147.84 (+18%) | 2026-03-31 |
| MLM Martin Marietta Materials | 0.5% | 32K | $19M | NEW (+32K) | $588.68 | $475.94 (−19%) | 2026-03-31 |
FAQ ▾
What are Sharlyn Heslam's largest holdings?
As of the latest 13F: Taiwan Semiconductor Manufac 17.6%, Amazon.Com Inc 12.4%, TransDigm Group Incorporated 12.2%, Waste Connections, Inc. 9.6%, Deere & Company 7.7%.
How big is Stockbridge Partners's 13F portfolio?
$4.1B across 16 disclosed U.S.-equity positions.
What is Sharlyn Heslam's 3-year performance?
+60% (13F-replication, price return), -18 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.