Stockbridge Partners as of June 30, 2022
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 22.5 | $860M | 1.6M | 536.67 | |
| Microsoft Corporation (MSFT) | 10.1 | $388M | 1.5M | 256.83 | |
| Amazon (AMZN) | 9.4 | $359M | 3.4M | 106.21 | |
| Guidewire Software (GWRE) | 9.1 | $349M | 4.9M | 70.99 | |
| Vulcan Materials Company (VMC) | 7.5 | $286M | 2.0M | 142.10 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.6 | $251M | 2.2M | 115.64 | |
| Advanced Drain Sys Inc Del (WMS) | 5.2 | $200M | 2.2M | 90.07 | |
| New York Times Cl A (NYT) | 5.2 | $200M | 7.2M | 27.90 | |
| Servicenow (NOW) | 5.2 | $200M | 420k | 475.52 | |
| Visa Inc-class A Shares Com Cl A (V) | 4.7 | $181M | 921k | 196.89 | |
| Uber Technologies (UBER) | 4.0 | $154M | 7.5M | 20.46 | |
| Sotera Health (SHC) | 3.8 | $144M | 7.4M | 19.59 | |
| Charter Communications Inc N Cl A (CHTR) | 2.2 | $82M | 176k | 468.53 | |
| Wayfair Cl A (W) | 1.5 | $58M | 1.3M | 43.56 | |
| Perimeter Solutions Sa Common Stock | 1.2 | $48M | 4.4M | 10.84 | |
| Lifestance Health Group (LFST) | 1.0 | $38M | 6.8M | 5.56 | |
| Meridianlink Common Stock (MLNK) | 0.6 | $22M | 1.3M | 16.70 |
