Stockbridge Partners as of March 31, 2023
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 20.4 | $882M | 1.2M | 737.05 | |
| Guidewire Software (GWRE) | 8.5 | $366M | 4.5M | 82.05 | |
| Microsoft Corporation (MSFT) | 8.4 | $363M | 1.3M | 288.30 | |
| Amazon (AMZN) | 8.0 | $346M | 3.3M | 103.29 | |
| Lamb Weston Hldgs (LW) | 7.7 | $331M | 3.2M | 104.52 | |
| Servicenow (NOW) | 7.6 | $329M | 708k | 464.72 | |
| New York Times Cl A (NYT) | 7.2 | $311M | 8.0M | 38.88 | |
| Vulcan Materials Company (VMC) | 7.1 | $307M | 1.8M | 171.56 | |
| Uber Technologies (UBER) | 6.8 | $293M | 9.2M | 31.70 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.3 | $272M | 3.3M | 81.70 | |
| Charter Communications Inc N Cl A (CHTR) | 4.0 | $174M | 487k | 357.61 | |
| Visa Com Cl A (V) | 3.7 | $158M | 700k | 225.46 | |
| Advanced Drain Sys Inc Del (WMS) | 2.9 | $124M | 1.5M | 84.21 | |
| Lifestance Health Group (LFST) | 1.2 | $50M | 6.7M | 7.43 | |
| R1 RCM (RCM) | 0.3 | $12M | 786k | 15.00 |
