Stockbridge Partners as of June 30, 2023
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Common (TDG) | 21.8 | $1.1B | 1.2M | 894.17 | |
| Vulcan Matls Common (VMC) | 9.4 | $462M | 2.0M | 225.44 | |
| Guidewire Software Common (GWRE) | 7.3 | $358M | 4.7M | 76.08 | |
| Amazon Common (AMZN) | 7.2 | $353M | 2.7M | 130.36 | |
| Uber Technologies Common (UBER) | 7.2 | $351M | 8.1M | 43.17 | |
| Microsoft Corp Common (MSFT) | 7.2 | $351M | 1.0M | 340.54 | |
| Lamb Weston Hldgs Common (LW) | 7.0 | $345M | 3.0M | 114.95 | |
| New York Times Class A (NYT) | 6.7 | $329M | 8.3M | 39.38 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.7 | $277M | 3.5M | 80.11 | |
| Charter Communications Inc N Class A (CHTR) | 5.6 | $275M | 748k | 367.37 | |
| Visa Com Cl A (V) | 5.4 | $263M | 1.1M | 237.48 | |
| Servicenow Common (NOW) | 4.3 | $211M | 375k | 561.97 | |
| Advanced Drain Sys Inc Del Common (WMS) | 3.4 | $167M | 1.5M | 113.78 | |
| General Electric Common (GE) | 1.1 | $56M | 509k | 109.85 | |
| Lifestance Health Group Common (LFST) | 0.7 | $34M | 3.7M | 9.13 |
