Stockbridge Partners

Latest statistics and disclosures from Stockbridge Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TDG, VMC, GWRE, UBER, TMO, and represent 52.94% of Stockbridge Partners's stock portfolio.
  • Added to shares of these 1 stock: TMO (+$323M).
  • Started 1 new stock position in TMO.
  • Reduced shares in these 10 stocks: CHTR (-$121M), V (-$99M), WMS (-$80M), GWRE (-$62M), GE (-$56M), UBER (-$45M), NOW (-$43M), AMZN (-$40M), VMC (-$36M), LW (-$35M).
  • Sold out of its position in GE.
  • Stockbridge Partners was a net seller of stock by $-373M.
  • Stockbridge Partners has $4.5B in assets under management (AUM), dropping by -8.25%.
  • Central Index Key (CIK): 0001505183

Tip: Access up to 7 years of quarterly data

Positions held by Stockbridge Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Stockbridge Partners

Stockbridge Partners holds 15 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TransDigm Group Incorporated (TDG) 22.0 $988M -2% 1.2M 843.13
 View chart
Vulcan Materials Company (VMC) 8.4 $378M -8% 1.9M 202.02
 View chart
Guidewire Software (GWRE) 8.0 $362M -14% 4.0M 90.00
 View chart
Uber Technologies (UBER) 7.3 $330M -11% 7.2M 45.99
 View chart
Thermo Fisher Scientific (TMO) 7.2 $323M NEW 639k 506.17
 View chart
Microsoft Corporation (MSFT) 7.1 $319M 1.0M 315.75
 View chart
New York Times Cl A (NYT) 7.0 $313M -8% 7.6M 41.20
 View chart
Amazon (AMZN) 6.8 $304M -11% 2.4M 127.12
 View chart
Liberty Broadband Corp Com Ser C (LBRDK) 6.7 $300M -5% 3.3M 91.32
 View chart
Lamb Weston Hldgs (LW) 5.4 $243M -12% 2.6M 92.46
 View chart
Charter Communications Inc N Cl A (CHTR) 4.6 $208M -36% 472k 439.82
 View chart
Servicenow (NOW) 3.7 $167M -20% 298k 558.96
 View chart
Visa Com Cl A (V) 3.5 $156M -38% 678k 230.01
 View chart
Advanced Drain Sys Inc Del (WMS) 1.9 $87M -48% 763k 113.83
 View chart
Lifestance Health Group (LFST) 0.4 $19M -23% 2.8M 6.87
 View chart

Past Filings by Stockbridge Partners

SEC 13F filings are viewable for Stockbridge Partners going back to 2010

View all past filings