News + Filings Holdings
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Stockbridge Partners LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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TransDigm Group INC
| TDG | Common | 1,602,348 | 0 | 1,008,918,418,000 | 1,008,077,474,000 | 27.08 | 2.95 |
Hist
| 12/31/2022 |
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MICROSOFT CORP
| MSFT | Common | 1,739,862 | 59,022 | 417,253,705,000 | 416,862,237,000 | 11.20 | 0.02 |
Hist
| 12/31/2022 |
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Vulcan Materials CO
| VMC | Common | 1,944,757 | -340,445 | 340,546,398,000 | 340,185,999,000 | 9.14 | 1.46 |
Hist
| 12/31/2022 |
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AMAZON COM INC
| AMZN | Common | 3,602,048 | 121,832 | 302,572,032,000 | 302,178,768,000 | 8.12 | 0.04 |
Hist
| 12/31/2022 |
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Guidewire Software, Inc.
| GWRE | COM | 4,728,378 | -250,541 | 295,807,328,000 | 295,500,726,000 | 7.94 | 5.78 |
Hist
| 12/31/2022 |
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NEW YORK TIMES CO
| NYT | CL A | 8,558,222 | 419,442 | 277,799,886,000 | 277,565,896,000 | 7.46 | |
Hist
| 12/31/2022 |
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ServiceNow, Inc.
| NOW | COM | 683,079 | 56,274 | 265,219,083,000 | 264,982,395,000 | 7.12 | 0.34 |
Hist
| 12/31/2022 |
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Uber Technologies, Inc
| UBER | Common Stock | 7,827,082 | 4,016,766 | 193,563,738,000 | 193,462,765,000 | 5.20 | 0.40 |
Hist
| 12/31/2022 |
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Liberty Broadband Corp
| LBRDK | COM SER C | 2,333,889 | 128,452 | 178,005,714,000 | 177,842,953,000 | 4.78 | |
Hist
| 12/31/2022 |
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VISA INC.
| V | CL A | 820,581 | -112,660 | 170,483,909,000 | 170,318,119,000 | 4.58 | |
Hist
| 12/31/2022 |
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ADVANCED DRAINAGE SYSTEMS, INC.
| WMS | Common | 1,467,649 | 0 | 120,303,189,000 | 120,120,657,000 | 3.23 | 1.77 |
Hist
| 12/31/2022 |
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CHARTER COMMUNICATIONS, INC. /MO/
| CHTR | COM | 289,648 | 113,799 | 98,219,637,000 | 98,166,293,000 | 2.64 | |
Hist
| 12/31/2022 |
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LifeStance Health Group, Inc.
| LFST | COM | 7,156,402 | 325,265 | 35,352,626,000 | 35,307,404,000 | 0.95 | 1.90 |
Hist
| 12/31/2022 |
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MOODYS CORP /DE/
| MCO | Common | 75,461 | 75,461 | 21,024,944,000 | 21,024,944,000 | 0.56 | 0.04 |
Hist
| 12/31/2022 |
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Wayfair Inc.
| W | Common | 0 | -1,331,862 | 0 | -43,352,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Perimeter Solutions, SA
| PRM | Common | 0 | -888,314 | 0 | -7,115,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Sotera Health Co
| SHC | COM | 0 | -893,430 | 0 | -6,093,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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