Stockbridge Partners as of March 31, 2021
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 22.3 | $914M | 1.6M | 587.92 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 13.0 | $534M | 3.6M | 150.15 | |
| Guidewire Software (GWRE) | 11.1 | $456M | 4.5M | 101.63 | |
| Visa Com Cl A (V) | 8.9 | $367M | 1.7M | 211.73 | |
| Verisign (VRSN) | 7.9 | $325M | 1.6M | 198.76 | |
| Advanced Drain Sys Inc Del (WMS) | 7.9 | $323M | 3.1M | 103.39 | |
| Amazon (AMZN) | 7.4 | $304M | 98k | 3094.08 | |
| Sotera Health (SHC) | 4.8 | $199M | 8.0M | 24.96 | |
| Charter Communications Inc N Cl A (CHTR) | 4.5 | $186M | 301k | 617.02 | |
| Vulcan Materials Company (VMC) | 2.7 | $110M | 653k | 168.75 | |
| Servicenow (NOW) | 2.6 | $106M | 212k | 500.11 | |
| Microsoft Corporation (MSFT) | 2.5 | $103M | 437k | 235.77 | |
| New York Times Cl A (NYT) | 2.5 | $103M | 2.0M | 50.62 | |
| Coupang Cl A (CPNG) | 1.0 | $42M | 857k | 49.35 | |
| Uber Technologies (UBER) | 0.9 | $35M | 647k | 54.51 |
