Stockbridge Partners as of June 30, 2021
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 16 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 21.4 | $1.0B | 1.6M | 647.29 | |
| Guidewire Software (GWRE) | 12.4 | $583M | 5.2M | 112.72 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.4 | $442M | 2.5M | 173.66 | |
| Visa Com Cl A (V) | 8.8 | $414M | 1.8M | 233.82 | |
| Advanced Drain Sys Inc Del (WMS) | 7.7 | $364M | 3.1M | 116.57 | |
| Verisign (VRSN) | 6.2 | $291M | 1.3M | 227.69 | |
| Vulcan Materials Company (VMC) | 4.9 | $231M | 1.3M | 174.07 | |
| Microsoft Corporation (MSFT) | 4.9 | $231M | 853k | 270.90 | |
| Sotera Health (SHC) | 4.8 | $228M | 9.4M | 24.23 | |
| Amazon (AMZN) | 4.8 | $226M | 66k | 3440.15 | |
| Uber Technologies (UBER) | 4.2 | $200M | 4.0M | 50.12 | |
| New York Times Cl A (NYT) | 3.7 | $175M | 4.0M | 43.55 | |
| Charter Communications Inc N Cl A (CHTR) | 3.2 | $151M | 210k | 721.45 | |
| Servicenow (NOW) | 2.5 | $119M | 217k | 549.55 | |
| Alkami Technology (ALKT) | 0.7 | $33M | 938k | 35.67 | |
| Mister Car Wash (MCW) | 0.1 | $4.3M | 200k | 21.53 |
