Stockbridge Partners as of June 30, 2018
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 16 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 25.9 | $622M | 1.8M | 345.14 | |
| Visa (V) | 8.0 | $191M | 1.4M | 132.45 | |
| Mplx (MPLX) | 7.7 | $185M | 5.4M | 34.14 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.0 | $167M | 570k | 293.21 | |
| Amazon (AMZN) | 6.8 | $163M | 96k | 1699.80 | |
| Sba Communications Corp (SBAC) | 6.6 | $159M | 964k | 165.12 | |
| RealPage | 6.3 | $152M | 2.8M | 55.10 | |
| Tyler Technologies (TYL) | 6.3 | $151M | 682k | 222.10 | |
| Advanced Drain Sys Inc Del (WMS) | 4.5 | $107M | 3.8M | 28.55 | |
| Liberty Media Corp Series C Li | 4.4 | $105M | 2.8M | 37.13 | |
| Liberty Global Inc C | 4.3 | $103M | 3.9M | 26.61 | |
| Liberty Broadband Cl C (LBRDK) | 3.4 | $80M | 1.1M | 75.72 | |
| Booking Holdings (BKNG) | 3.3 | $78M | 39k | 2027.09 | |
| Guidewire Software (GWRE) | 2.8 | $67M | 754k | 88.78 | |
| Equinix (EQIX) | 2.5 | $59M | 138k | 429.89 | |
| Liberty Global Inc Com Ser A | 0.3 | $8.3M | 301k | 27.54 |
