Stockbridge Partners as of Sept. 30, 2019
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 23.8 | $600M | 1.2M | 520.67 | |
| Amazon (AMZN) | 13.0 | $328M | 189k | 1735.91 | |
| Booking Holdings (BKNG) | 12.3 | $309M | 157k | 1962.61 | |
| MPLX Com Unit Rep Ltd (MPLX) | 11.4 | $288M | 10M | 28.01 | |
| Guidewire Software (GWRE) | 10.4 | $262M | 2.5M | 105.38 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 8.0 | $201M | 1.9M | 104.67 | |
| RealPage | 7.5 | $190M | 3.0M | 62.86 | |
| Charter Communications Inc N Cl A (CHTR) | 6.1 | $154M | 374k | 412.12 | |
| Advanced Drain Sys Inc Del (WMS) | 4.8 | $121M | 3.8M | 32.27 | |
| Equinix (EQIX) | 2.7 | $68M | 117k | 576.80 |
