Stockbridge Partners as of Dec. 31, 2018
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
TransDigm Group Incorporated (TDG) | 27.7 | $613M | 1.8M | 340.06 | |
Amazon (AMZN) | 8.5 | $188M | 125k | 1501.97 | |
Mplx (MPLX) | 8.0 | $178M | 5.9M | 30.30 | |
Booking Holdings (BKNG) | 8.0 | $176M | 102k | 1722.42 | |
RealPage | 7.7 | $170M | 3.5M | 48.19 | |
Guidewire Software (GWRE) | 7.5 | $165M | 2.1M | 80.23 | |
Tyler Technologies (TYL) | 7.3 | $162M | 871k | 185.82 | |
Charter Communications Inc New Cl A cl a (CHTR) | 7.0 | $154M | 541k | 284.97 | |
Visa (V) | 5.6 | $123M | 935k | 131.94 | |
Sba Communications Corp (SBAC) | 5.4 | $120M | 743k | 161.89 | |
Advanced Drain Sys Inc Del (WMS) | 4.1 | $91M | 3.8M | 24.25 | |
Liberty Broadband Cl C (LBRDK) | 3.3 | $72M | 1.0M | 72.03 |