Stockbridge Partners as of June 30, 2019
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
TransDigm Group Incorporated (TDG) | 26.8 | $695M | 1.4M | 483.80 | |
MPLX Com Unit Rep Ltd (MPLX) | 11.6 | $301M | 9.3M | 32.19 | |
Booking Holdings (BKNG) | 10.6 | $274M | 146k | 1874.71 | |
Amazon (AMZN) | 8.8 | $227M | 120k | 1893.63 | |
RealPage | 8.2 | $213M | 3.6M | 58.85 | |
Charter Communications Inc N Cl A (CHTR) | 8.2 | $212M | 538k | 395.18 | |
Guidewire Software (GWRE) | 8.2 | $212M | 2.1M | 101.38 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 6.4 | $166M | 1.6M | 104.22 | |
Advanced Drain Sys Inc Del (WMS) | 4.8 | $123M | 3.8M | 32.79 | |
Visa Com Cl A (V) | 2.3 | $59M | 341k | 173.55 | |
Equinix (EQIX) | 2.2 | $58M | 115k | 504.29 | |
Tyler Technologies (TYL) | 1.9 | $50M | 230k | 216.02 |