Stockbridge Partners as of Dec. 31, 2021
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 17 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 20.0 | $989M | 1.6M | 636.28 | |
| Guidewire Software (GWRE) | 10.9 | $539M | 4.7M | 113.53 | |
| Visa Com Cl A (V) | 9.3 | $461M | 2.1M | 216.71 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.5 | $372M | 2.3M | 161.10 | |
| Advanced Drain Sys Inc Del (WMS) | 7.0 | $345M | 2.5M | 136.13 | |
| Vulcan Materials Company (VMC) | 6.9 | $342M | 1.6M | 207.58 | |
| Microsoft Corporation (MSFT) | 5.9 | $291M | 864k | 336.32 | |
| Verisign (VRSN) | 5.6 | $278M | 1.1M | 253.82 | |
| Amazon (AMZN) | 5.2 | $260M | 78k | 3334.34 | |
| Sotera Health (SHC) | 4.4 | $218M | 9.2M | 23.55 | |
| New York Times Cl A (NYT) | 3.9 | $194M | 4.0M | 48.30 | |
| Uber Technologies (UBER) | 3.9 | $191M | 4.6M | 41.93 | |
| Servicenow (NOW) | 3.5 | $175M | 269k | 649.11 | |
| Wayfair Cl A (W) | 3.0 | $149M | 783k | 189.97 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.4 | $68M | 4.9M | 13.89 | |
| Twilio Cl A (TWLO) | 1.1 | $55M | 209k | 263.34 | |
| Meridianlink Common Stock (MLNK) | 0.6 | $29M | 1.4M | 21.58 |
