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 9 stocks: NOW (+$119M), NYT (+$113M), AMZN (+$72M), MSFT (+$62M), LFST (+$54M), W (+$43M), UBER (+$32M), VMC (+$19M), TWLO (+$11M).
  • Started 1 new stock positions in LFST.
  • Reduced shares in these 7 stocks: , V (-$136M), LBRDK (-$19M), PRM, MLNK, GWRE, SHC.
  • Sold out of its positions in VRSN.
  • Stockbridge Partners was a net buyer of stock by $85M.
  • Stockbridge Partners has $4.6B in assets under management (AUM), dropping by -6.45%.
  • Central Index Key (CIK): 0001505183

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Portfolio Holdings for Stockbridge Partners

Stockbridge Partners holds 17 positions in its portfolio as reported in 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 4.7M 94.62
Visa Com Cl A (V) 7.2 $336M -28% 1.5M 221.77
Microsoft Corporation (MSFT) 7.1 $328M +23% 1.1M 308.31
Amazon (AMZN) 7.0 $325M +28% 100k 3259.95
Vulcan Materials Company (VMC) 6.9 $322M +6% 1.8M 183.70
Advanced Drain Sys Inc Del (WMS) 6.5 $301M 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 -6% 2.2M 135.32
Servicenow (NOW) 5.8 $269M +79% 484k 556.89
Sotera Health (SHC) 4.3 $200M 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 -6% 4.5M 12.11
Lifestance Health Group (LFST) 1.2 $54M NEW 5.3M 10.11
Twilio Cl A (TWLO) 1.0 $45M +30% 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