Stockbridge Partners as of March 31, 2019
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 14 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.0 | $652M | 1.4M | 453.99 | |
| Booking Holdings (BKNG) | 9.8 | $266M | 152k | 1744.91 | |
| Mplx (MPLX) | 8.5 | $230M | 7.0M | 32.89 | |
| Amazon (AMZN) | 8.4 | $228M | 128k | 1780.75 | |
| Guidewire Software (GWRE) | 8.3 | $227M | 2.3M | 97.16 | |
| RealPage | 8.3 | $225M | 3.7M | 60.69 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.8 | $210M | 607k | 346.91 | |
| Visa (V) | 6.1 | $165M | 1.1M | 156.19 | |
| Liberty Broadband Cl C (LBRDK) | 5.4 | $146M | 1.6M | 91.74 | |
| Tyler Technologies (TYL) | 4.3 | $116M | 569k | 204.40 | |
| Advanced Drain Sys Inc Del (WMS) | 3.6 | $97M | 3.8M | 25.77 | |
| Sba Communications Corp (SBAC) | 3.1 | $84M | 419k | 199.66 | |
| Equinix (EQIX) | 2.0 | $56M | 123k | 453.16 | |
| Verisign (VRSN) | 0.5 | $15M | 81k | 181.56 |
