Stockbridge Partners

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

  • Top 5 stock holdings are TDG, GWRE, LBRDK, AMZN, VRSN, and represent 65.30% of Stockbridge Partners's stock portfolio.
  • Added to shares of these 8 stocks: VRSN (+$90M), LBRDK (+$80M), SHC (+$51M), FIS (+$47M), UBER (+$34M), V (+$22M), NYT (+$16M), DASH.
  • Started 5 new stock positions in DASH, FIS, NYT, UBER, SHC.
  • Reduced shares in these 7 stocks: BKNG (-$151M), CHTR (-$80M), WMS (-$56M), AMZN (-$53M), GWRE, RP, VMC.
  • Sold out of its positions in BKNG.
  • Stockbridge Partners was a net buyer of stock by $346k.
  • Stockbridge Partners has $4.3B in assets under management (AUM), dropping by 18.40%.
  • 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 December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TransDigm Group Incorporated (TDG) 22.4 $962M 1.6M 618.85
Guidewire Software (GWRE) 13.4 $576M 4.5M 128.73
Liberty Broadband Corp Com Ser C (LBRDK) 11.1 $479M +20% 3.0M 158.37
Amazon (AMZN) 9.8 $423M -11% 130k 3256.93
Verisign (VRSN) 8.6 $370M +32% 1.7M 216.40
RealPage (RP) 8.4 $360M 4.1M 87.24
Visa Com Cl A (V) 8.3 $358M +6% 1.6M 218.73
Advanced Drain Sys Inc Del (WMS) 6.6 $285M -16% 3.4M 83.58
Charter Communications Inc N Cl A (CHTR) 4.7 $202M -28% 305k 661.55
Vulcan Materials Company (VMC) 3.2 $137M 924k 148.31
Sotera Health (SHC) 1.2 $51M NEW 1.9M 27.44
Fidelity National Information Services (FIS) 1.1 $47M NEW 332k 141.46
Uber Technologies (UBER) 0.8 $34M NEW 662k 51.00
New York Times Cl A (NYT) 0.4 $16M NEW 299k 51.77

Setup an alert

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

Doordash Cl A (DASH) 0.1 $3.6M NEW 25k 142.76

Past Filings by Stockbridge Partners

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

View all past filings