Stockbridge Partners as of Sept. 30, 2021
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 19 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 20.0 | $971M | 1.6M | 624.57 | |
| Guidewire Software (GWRE) | 12.6 | $613M | 5.2M | 118.87 | |
| Visa Com Cl A (V) | 9.9 | $483M | 2.2M | 222.75 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 8.8 | $427M | 2.5M | 172.70 | |
| Advanced Drain Sys Inc Del (WMS) | 5.9 | $285M | 2.6M | 108.17 | |
| Sotera Health (SHC) | 5.4 | $260M | 9.9M | 26.15 | |
| Vulcan Materials Company (VMC) | 4.8 | $233M | 1.4M | 169.16 | |
| Verisign (VRSN) | 4.6 | $224M | 1.1M | 205.01 | |
| Amazon (AMZN) | 4.4 | $215M | 66k | 3285.05 | |
| Microsoft Corporation (MSFT) | 4.4 | $213M | 755k | 281.92 | |
| Uber Technologies (UBER) | 4.2 | $204M | 4.6M | 44.80 | |
| Wayfair Cl A (W) | 4.1 | $200M | 783k | 255.51 | |
| New York Times Cl A (NYT) | 4.1 | $198M | 4.0M | 49.27 | |
| Servicenow (NOW) | 2.8 | $135M | 217k | 622.27 | |
| Atlassian Corp Cl A | 1.8 | $86M | 221k | 391.42 | |
| Charter Communications Inc N Cl A (CHTR) | 1.1 | $52M | 71k | 727.56 | |
| Meridianlink Common Stock (MLNK) | 0.6 | $30M | 1.4M | 22.36 | |
| Alkami Technology (ALKT) | 0.3 | $14M | 572k | 24.68 | |
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.2 | $9.3M | 800k | 11.59 |
