13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001176
Total Value
$3.73B
Positions
14
Other Managers
2
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 1,602,348 | $1.01B | 27.08% |
| 2 | MICROSOFT CORP | MSFT | 1,739,862 | $417.3M | 11.20% |
| 3 | VULCAN MATLS CO | 929160109 | 1,944,757 | $340.5M | 9.14% |
| 4 | AMAZON COM INC | AMZN | 3,602,048 | $302.6M | 8.12% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 4,728,378 | $295.8M | 7.94% |
| 6 | NEW YORK TIMES CO | NYT | 8,558,222 | $277.8M | 7.46% |
| 7 | SERVICENOW INC | NOW | 683,079 | $265.2M | 7.12% |
| 8 | UBER TECHNOLOGIES INC | UBER | 7,827,082 | $193.6M | 5.20% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 2,333,889 | $178.0M | 4.78% |
| 10 | VISA INC | V | 820,581 | $170.5M | 4.58% |
| 11 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 1,467,649 | $120.3M | 3.23% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 289,648 | $98.2M | 2.64% |
| 13 | LIFESTANCE HEALTH GROUP INC | LFST | 7,156,402 | $35.4M | 0.95% |
| 14 | MOODYS CORP | MCO | 75,461 | $21.0M | 0.56% |