Stockbridge Partners as of Sept. 30, 2020
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 20.3 | $739M | 1.6M | 475.12 | |
| Guidewire Software (GWRE) | 12.9 | $468M | 4.5M | 104.27 | |
| Amazon (AMZN) | 12.6 | $459M | 146k | 3148.73 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.9 | $360M | 2.5M | 142.87 | |
| Visa Com Cl A (V) | 8.5 | $307M | 1.5M | 199.97 | |
| Charter Communications Inc N Cl A (CHTR) | 7.3 | $265M | 425k | 624.34 | |
| Verisign (VRSN) | 7.3 | $265M | 1.3M | 204.85 | |
| Advanced Drain Sys Inc Del (WMS) | 7.0 | $255M | 4.1M | 62.44 | |
| RealPage | 6.6 | $238M | 4.1M | 57.64 | |
| Booking Holdings (BKNG) | 4.1 | $151M | 88k | 1710.68 | |
| Vulcan Materials Company (VMC) | 3.5 | $126M | 927k | 135.54 |
