Stockbridge Partners as of Sept. 30, 2018
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 26.6 | $671M | 1.8M | 372.30 | |
| Amazon (AMZN) | 7.5 | $188M | 94k | 2003.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.4 | $186M | 570k | 325.88 | |
| Mplx (MPLX) | 7.3 | $185M | 5.3M | 34.68 | |
| RealPage | 7.1 | $178M | 2.7M | 65.90 | |
| Visa (V) | 6.6 | $166M | 1.1M | 150.09 | |
| Booking Holdings (BKNG) | 6.5 | $165M | 83k | 1984.00 | |
| Sba Communications Corp (SBAC) | 6.0 | $152M | 946k | 160.63 | |
| Advanced Drain Sys Inc Del (WMS) | 4.6 | $116M | 3.8M | 30.90 | |
| Tyler Technologies (TYL) | 4.2 | $106M | 431k | 245.06 | |
| Liberty Global Inc C | 3.6 | $92M | 3.3M | 28.16 | |
| Guidewire Software (GWRE) | 3.5 | $89M | 883k | 101.01 | |
| Liberty Broadband Cl C (LBRDK) | 3.4 | $85M | 1.0M | 84.30 | |
| Liberty Media Corp Series C Li | 3.3 | $83M | 2.2M | 37.19 | |
| Equinix (EQIX) | 2.4 | $60M | 137k | 432.89 |
