Stockbridge Partners as of Dec. 31, 2019
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 23.4 | $646M | 1.2M | 560.00 | |
| Amazon (AMZN) | 12.7 | $349M | 189k | 1847.84 | |
| Booking Holdings (BKNG) | 12.6 | $346M | 169k | 2053.73 | |
| Guidewire Software (GWRE) | 9.9 | $272M | 2.5M | 109.77 | |
| Mplx (MPLX) | 9.5 | $261M | 10M | 25.46 | |
| Liberty Broadband Cl C (LBRDK) | 8.7 | $241M | 1.9M | 125.75 | |
| RealPage | 5.9 | $162M | 3.0M | 53.75 | |
| Advanced Drain Sys Inc Del (WMS) | 5.8 | $159M | 4.1M | 38.84 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.6 | $155M | 320k | 485.08 | |
| Equinix (EQIX) | 2.5 | $68M | 117k | 583.70 | |
| Upwork (UPWK) | 2.1 | $57M | 5.3M | 10.67 | |
| Autodesk (ADSK) | 1.4 | $40M | 216k | 183.46 |
