Stockbridge Partners as of Dec. 31, 2020
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 14 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 22.6 | $962M | 1.6M | 618.85 | |
| Guidewire Software (GWRE) | 13.5 | $576M | 4.5M | 128.73 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 11.3 | $479M | 3.0M | 158.37 | |
| Amazon (AMZN) | 9.9 | $423M | 130k | 3256.93 | |
| Verisign (VRSN) | 8.7 | $370M | 1.7M | 216.40 | |
| RealPage | 8.5 | $360M | 4.1M | 87.24 | |
| Visa Com Cl A (V) | 8.4 | $358M | 1.6M | 218.73 | |
| Advanced Drain Sys Inc Del (WMS) | 6.7 | $285M | 3.4M | 83.58 | |
| Charter Communications Inc N Cl A (CHTR) | 4.7 | $202M | 305k | 661.55 | |
| Vulcan Materials Company (VMC) | 3.2 | $137M | 924k | 148.31 | |
| Fidelity National Information Services (FIS) | 1.1 | $47M | 332k | 141.46 | |
| Uber Technologies (UBER) | 0.8 | $34M | 662k | 51.00 | |
| New York Times Cl A (NYT) | 0.4 | $16M | 299k | 51.77 | |
| Doordash Cl A (DASH) | 0.1 | $3.6M | 25k | 142.76 |
