Stockbridge Partners
Latest statistics and disclosures from Stockbridge Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDG, AMZN, GWRE, VMC, DE, and represent 60.46% of Stockbridge Partners's stock portfolio.
- Added to shares of these 5 stocks: VEEV (+$137M), VMC (+$46M), MSFT (+$37M), GWRE (+$35M), WCN (+$22M).
- Started 1 new stock position in VEEV.
- Reduced shares in these 9 stocks: LBRDK (-$144M), NYT (-$101M), CHTR (-$88M), TDG (-$48M), PCOR (-$30M), HLT (-$13M), AMZN (-$10M), TMO (-$5.2M), DE.
- Sold out of its positions in CHTR, PCOR.
- Stockbridge Partners was a net seller of stock by $-164M.
- Stockbridge Partners has $4.7B in assets under management (AUM), dropping by -5.38%.
- Central Index Key (CIK): 0001505183
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Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 18.0 | $847M | -5% | 668k | 1267.28 |
|
| Amazon (AMZN) | 15.4 | $727M | 3.3M | 219.39 |
|
|
| Guidewire Software (GWRE) | 9.6 | $452M | +8% | 2.7M | 168.58 |
|
| Vulcan Materials Company (VMC) | 9.5 | $449M | +11% | 1.7M | 257.23 |
|
| Deere & Company (DE) | 7.9 | $374M | 882k | 423.70 |
|
|
| Hilton Worldwide Holdings (HLT) | 7.8 | $369M | -3% | 1.5M | 247.16 |
|
| Microsoft Corporation (MSFT) | 7.6 | $357M | +11% | 847k | 421.50 |
|
| Waste Connections (WCN) | 7.2 | $338M | +6% | 2.0M | 171.58 |
|
| Thermo Fisher Scientific (TMO) | 6.3 | $295M | 567k | 520.23 |
|
|
| New York Times Cl A (NYT) | 4.8 | $228M | -30% | 4.4M | 52.05 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.0 | $140M | -50% | 1.9M | 74.76 |
|
| Veeva Sys Cl A Com (VEEV) | 2.9 | $137M | NEW | 653k | 210.25 |
|
Past Filings by Stockbridge Partners
SEC 13F filings are viewable for Stockbridge Partners going back to 2010
- Stockbridge Partners 2024 Q4 filed Feb. 14, 2025
- Stockbridge Partners 2024 Q3 filed Nov. 14, 2024
- Stockbridge Partners 2024 Q2 filed Aug. 14, 2024
- Stockbridge Partners 2024 Q1 filed May 15, 2024
- Stockbridge Partners 2023 Q4 filed Feb. 14, 2024
- Stockbridge Partners 2023 Q3 filed Nov. 14, 2023
- Stockbridge Partners 2023 Q2 filed Aug. 14, 2023
- Stockbridge Partners 2023 Q1 filed May 15, 2023
- Stockbridge Partners 2022 Q4 filed Feb. 14, 2023
- Stockbridge Partners 2022 Q3 filed Nov. 14, 2022
- Stockbridge Partners 2022 Q2 filed Aug. 15, 2022
- Stockbridge Partners 2022 Q1 filed May 13, 2022
- Stockbridge Partners 2021 Q4 filed Feb. 14, 2022
- Stockbridge Partners 2021 Q3 filed Nov. 15, 2021
- Stockbridge Partners 2021 Q2 filed Aug. 16, 2021
- Stockbridge Partners 2021 Q1 filed May 17, 2021