Stockbridge Partners as of Sept. 30, 2022
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 16 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 23.8 | $841M | 1.6M | 524.82 | |
| Amazon (AMZN) | 11.1 | $393M | 3.5M | 113.00 | |
| Microsoft Corporation (MSFT) | 11.1 | $392M | 1.7M | 232.90 | |
| Vulcan Materials Company (VMC) | 10.2 | $360M | 2.3M | 157.71 | |
| Guidewire Software (GWRE) | 8.7 | $307M | 5.0M | 61.58 | |
| Servicenow (NOW) | 6.7 | $237M | 627k | 377.61 | |
| New York Times Cl A (NYT) | 6.6 | $234M | 8.1M | 28.75 | |
| Advanced Drain Sys Inc Del (WMS) | 5.2 | $183M | 1.5M | 124.37 | |
| Visa Com Cl A (V) | 4.7 | $166M | 933k | 177.65 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.6 | $163M | 2.2M | 73.80 | |
| Uber Technologies (UBER) | 2.9 | $101M | 3.8M | 26.50 | |
| Charter Communications Inc N Cl A (CHTR) | 1.5 | $53M | 176k | 303.35 | |
| Lifestance Health Group (LFST) | 1.3 | $45M | 6.8M | 6.62 | |
| Wayfair Cl A (W) | 1.2 | $43M | 1.3M | 32.55 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.2 | $7.1M | 888k | 8.01 | |
| Sotera Health (SHC) | 0.2 | $6.1M | 893k | 6.82 |
