Stockbridge Partners

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

  • Top 5 stock holdings are TDG, LBRDK, GWRE, V, VRSN, and represent 63.20% of Stockbridge Partners's stock portfolio.
  • Added to shares of these 8 stocks: SHC (+$152M), NOW (+$106M), MSFT (+$103M), NYT (+$88M), LBRDK (+$80M), Coupang (+$42M), V (+$20M), GWRE.
  • Started 3 new stock positions in NOW, MSFT, Coupang.
  • Reduced shares in these 9 stocks: , AMZN (-$97M), , VMC (-$46M), WMS (-$30M), VRSN (-$15M), DASH, CHTR, UBER.
  • Sold out of its positions in DASH, FIS, RP.
  • Stockbridge Partners was a net seller of stock by $-7.3M.
  • Stockbridge Partners has $4.1B in assets under management (AUM), dropping by -4.51%.
  • Central Index Key (CIK): 0001505183

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Portfolio Holdings for Stockbridge Partners

Companies in the Stockbridge Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TransDigm Group Incorporated (TDG) 22.3 $914M 1.6M 587.92
Liberty Broadband Corp Com Ser C (LBRDK) 13.0 $534M +17% 3.6M 150.15
Guidewire Software (GWRE) 11.1 $456M 4.5M 101.63
Visa Com Cl A (V) 8.9 $367M +5% 1.7M 211.73
Verisign (VRSN) 7.9 $325M -4% 1.6M 198.76
Advanced Drain Sys Inc Del (WMS) 7.9 $323M -8% 3.1M 103.39
Amazon (AMZN) 7.4 $304M -24% 98k 3094.08
Sotera Health (SHC) 4.8 $199M +327% 8.0M 24.96
Charter Communications Inc N Cl A (CHTR) 4.5 $186M 301k 617.02
Vulcan Materials Company (VMC) 2.7 $110M -29% 653k 168.75
Servicenow (NOW) 2.6 $106M NEW 212k 500.11
Microsoft Corporation (MSFT) 2.5 $103M NEW 437k 235.77
New York Times Cl A (NYT) 2.5 $103M +577% 2.0M 50.62
Coupang Cl A 1.0 $42M NEW 857k 49.35

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Stockbridge Partners will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Uber Technologies (UBER) 0.9 $35M -2% 647k 54.51

Past Filings by Stockbridge Partners

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

View all past filings