Stockbridge Partners

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

  • Top 5 stock holdings are TDG, GWRE, V, MSFT, AMZN, and represent 52.86% of Stockbridge Partners's stock portfolio.
  • Added to shares of these 10 stocks: NOW (+$149M), NYT (+$113M), AMZN (+$112M), MSFT (+$95M), VMC (+$69M), PRM (+$55M), LFST (+$54M), TWLO (+$45M), W (+$43M), UBER (+$32M).
  • Started 3 new stock positions in PRM, LFST, TWLO.
  • Reduced shares in these 10 stocks: , V (-$145M), TEAM (-$86M), CHTR (-$52M), LBRDK (-$41M), GWRE (-$40M), SHC (-$16M), ALKT (-$14M), WMS (-$12M), DNA (-$9.3M).
  • Sold out of its positions in ALKT, CHTR, DNA, VRSN, TEAM.
  • Stockbridge Partners was a net buyer of stock by $126M.
  • Stockbridge Partners has $4.6B in assets under management (AUM), dropping by -4.51%.
  • 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

Companies in the Stockbridge Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TransDigm Group Incorporated (TDG) 21.9 $1.0B 1.6M 651.54
Guidewire Software (GWRE) 9.7 $448M -8% 4.7M 94.62
Visa Com Cl A (V) 7.2 $336M -30% 1.5M 221.77
Microsoft Corporation (MSFT) 7.1 $328M +40% 1.1M 308.31
Amazon (AMZN) 7.0 $325M +52% 100k 3259.95
Vulcan Materials Company (VMC) 6.9 $322M +27% 1.8M 183.70
Advanced Drain Sys Inc Del (WMS) 6.5 $301M -3% 2.5M 118.81
New York Times Cl A (NYT) 6.4 $298M +61% 6.5M 45.84
Liberty Broadband Corp Com Ser C (LBRDK) 6.3 $294M -12% 2.2M 135.32
Servicenow (NOW) 5.8 $269M +123% 484k 556.89
Sotera Health (SHC) 4.3 $200M -7% 9.2M 21.66
Uber Technologies (UBER) 4.2 $195M +19% 5.5M 35.68
Wayfair Cl A (W) 2.8 $130M +49% 1.2M 110.78
Perimeter Solutions Sa Common Stock (PRM) 1.2 $55M NEW 4.5M 12.11

Setup an alert

Stockbridge Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Lifestance Health Group (LFST) 1.2 $54M NEW 5.3M 10.11
Twilio Cl A (TWLO) 1.0 $45M NEW 273k 164.81
Meridianlink Common Stock (MLNK) 0.5 $23M -4% 1.3M 18.10

Past Filings by Stockbridge Partners

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

View all past filings