Stockbridge Partners as of March 31, 2022
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 17 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 21.9 | $1.0B | 1.6M | 651.54 | |
| Guidewire Software (GWRE) | 9.7 | $448M | 4.7M | 94.62 | |
| Visa Com Cl A (V) | 7.2 | $336M | 1.5M | 221.77 | |
| Microsoft Corporation (MSFT) | 7.1 | $328M | 1.1M | 308.31 | |
| Amazon (AMZN) | 7.0 | $325M | 100k | 3259.95 | |
| Vulcan Materials Company (VMC) | 6.9 | $322M | 1.8M | 183.70 | |
| Advanced Drain Sys Inc Del (WMS) | 6.5 | $301M | 2.5M | 118.81 | |
| New York Times Cl A (NYT) | 6.4 | $298M | 6.5M | 45.84 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.3 | $294M | 2.2M | 135.32 | |
| Servicenow (NOW) | 5.8 | $269M | 484k | 556.89 | |
| Sotera Health (SHC) | 4.3 | $200M | 9.2M | 21.66 | |
| Uber Technologies (UBER) | 4.2 | $195M | 5.5M | 35.68 | |
| Wayfair Cl A (W) | 2.8 | $130M | 1.2M | 110.78 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.2 | $55M | 4.5M | 12.11 | |
| Lifestance Health Group (LFST) | 1.2 | $54M | 5.3M | 10.11 | |
| Twilio Cl A (TWLO) | 1.0 | $45M | 273k | 164.81 | |
| Meridianlink Common Stock (MLNK) | 0.5 | $23M | 1.3M | 18.10 |
