Stockbridge Partners as of Dec. 31, 2024
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 18.0 | $847M | 668k | 1267.28 | |
| Amazon (AMZN) | 15.4 | $727M | 3.3M | 219.39 | |
| Guidewire Software (GWRE) | 9.6 | $452M | 2.7M | 168.58 | |
| Vulcan Materials Company (VMC) | 9.5 | $449M | 1.7M | 257.23 | |
| Deere & Company (DE) | 7.9 | $374M | 882k | 423.70 | |
| Hilton Worldwide Holdings (HLT) | 7.8 | $369M | 1.5M | 247.16 | |
| Microsoft Corporation (MSFT) | 7.6 | $357M | 847k | 421.50 | |
| Waste Connections (WCN) | 7.2 | $338M | 2.0M | 171.58 | |
| Thermo Fisher Scientific (TMO) | 6.3 | $295M | 567k | 520.23 | |
| New York Times Cl A (NYT) | 4.8 | $228M | 4.4M | 52.05 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.0 | $140M | 1.9M | 74.76 | |
| Veeva Sys Cl A Com (VEEV) | 2.9 | $137M | 653k | 210.25 |
