Stockbridge Partners as of Dec. 31, 2022
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 27.1 | $1.0B | 1.6M | 629.65 | |
| Microsoft Corporation (MSFT) | 11.2 | $417M | 1.7M | 239.82 | |
| Vulcan Materials Company (VMC) | 9.1 | $341M | 1.9M | 175.11 | |
| Amazon (AMZN) | 8.1 | $303M | 3.6M | 84.00 | |
| Guidewire Software (GWRE) | 7.9 | $296M | 4.7M | 62.56 | |
| New York Times Cl A (NYT) | 7.5 | $278M | 8.6M | 32.46 | |
| Servicenow (NOW) | 7.1 | $265M | 683k | 388.27 | |
| Uber Technologies (UBER) | 5.2 | $194M | 7.8M | 24.73 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.8 | $178M | 2.3M | 76.27 | |
| Visa Com Cl A (V) | 4.6 | $171M | 821k | 207.76 | |
| Advanced Drain Sys Inc Del (WMS) | 3.2 | $120M | 1.5M | 81.97 | |
| Charter Communications Inc N Cl A (CHTR) | 2.6 | $98M | 290k | 339.10 | |
| Lifestance Health Group (LFST) | 0.9 | $35M | 7.2M | 4.94 | |
| Moody's Corporation (MCO) | 0.6 | $21M | 76k | 278.62 |
