Stockbridge Partners as of March 31, 2020
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 14.7 | $372M | 1.2M | 320.19 | |
| Amazon (AMZN) | 14.7 | $371M | 190k | 1949.72 | |
| Guidewire Software (GWRE) | 12.8 | $324M | 4.1M | 79.31 | |
| Liberty Broadband Cl C (LBRDK) | 9.6 | $243M | 2.2M | 110.72 | |
| Booking Holdings (BKNG) | 8.6 | $217M | 161k | 1345.32 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 8.2 | $208M | 476k | 436.31 | |
| RealPage | 7.5 | $189M | 3.6M | 52.93 | |
| Verisign (VRSN) | 4.9 | $124M | 687k | 180.09 | |
| Advanced Drain Sys Inc Del (WMS) | 4.8 | $120M | 4.1M | 29.44 | |
| Mplx (MPLX) | 3.8 | $97M | 8.3M | 11.62 | |
| Equinix (EQIX) | 3.0 | $77M | 123k | 624.57 | |
| Visa (V) | 2.3 | $59M | 366k | 161.12 | |
| Microsoft Corporation (MSFT) | 2.1 | $54M | 342k | 157.71 | |
| Autodesk (ADSK) | 1.7 | $43M | 273k | 156.10 | |
| Tyler Technologies (TYL) | 1.0 | $26M | 88k | 296.56 |
