Stockbridge Partners as of March 31, 2018
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 16 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 23.9 | $553M | 1.8M | 306.94 | |
| Sba Communications Corp (SBAC) | 8.5 | $197M | 1.2M | 170.92 | |
| Mplx (MPLX) | 8.3 | $191M | 5.8M | 33.04 | |
| Visa (V) | 7.4 | $172M | 1.4M | 119.62 | |
| Amazon (AMZN) | 7.3 | $169M | 117k | 1447.34 | |
| Tyler Technologies (TYL) | 7.2 | $166M | 789k | 210.96 | |
| RealPage | 7.1 | $164M | 3.2M | 51.50 | |
| Liberty Global Inc C | 5.6 | $129M | 4.2M | 30.43 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.5 | $127M | 408k | 311.22 | |
| Liberty Media Corp Series C Li | 4.7 | $108M | 3.5M | 30.85 | |
| Advanced Drain Sys Inc Del (WMS) | 4.2 | $97M | 3.8M | 25.90 | |
| Liberty Broadband Cl C (LBRDK) | 3.9 | $91M | 1.1M | 85.69 | |
| Booking Holdings (BKNG) | 3.4 | $79M | 38k | 2080.39 | |
| Equinix (EQIX) | 1.1 | $27M | 64k | 418.14 | |
| Guidewire Software (GWRE) | 1.0 | $22M | 275k | 80.83 | |
| Liberty Global Inc Com Ser A | 0.9 | $20M | 638k | 31.31 |