Stockbridge Partners as of June 30, 2020
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 14 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 19.7 | $628M | 1.4M | 442.05 | |
| Amazon (AMZN) | 16.0 | $508M | 184k | 2758.82 | |
| Guidewire Software (GWRE) | 14.4 | $460M | 4.2M | 110.85 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 8.5 | $273M | 2.2M | 123.96 | |
| Charter Communications Inc N Cl A (CHTR) | 7.6 | $242M | 475k | 510.04 | |
| Advanced Drain Sys Inc Del (WMS) | 6.3 | $202M | 4.1M | 49.40 | |
| Booking Holdings (BKNG) | 5.4 | $172M | 108k | 1592.34 | |
| Visa Com Cl A (V) | 5.3 | $168M | 869k | 193.17 | |
| Verisign (VRSN) | 5.1 | $163M | 786k | 206.83 | |
| RealPage | 4.9 | $157M | 2.4M | 65.01 | |
| Equinix (EQIX) | 2.4 | $75M | 107k | 702.30 | |
| MPLX Com Unit Rep Ltd (MPLX) | 1.7 | $55M | 3.2M | 17.28 | |
| Dollar Tree (DLTR) | 1.3 | $43M | 464k | 92.68 | |
| Vulcan Materials Company (VMC) | 1.3 | $42M | 361k | 115.85 |
