13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003195
Total Value
$4.32B
Positions
15
Other Managers
2
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 1,195,941 | $881.5M | 20.43% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 4,460,633 | $366.0M | 8.48% |
| 3 | MICROSOFT CORP | MSFT | 1,257,220 | $362.5M | 8.40% |
| 4 | AMAZON COM INC | AMZN | 3,344,604 | $345.5M | 8.01% |
| 5 | LAMB WESTON HLDGS INC | LW | 3,163,240 | $330.6M | 7.66% |
| 6 | SERVICENOW INC | NOW | 708,443 | $329.2M | 7.63% |
| 7 | NEW YORK TIMES CO | NYT | 8,003,731 | $311.2M | 7.21% |
| 8 | VULCAN MATLS CO | 929160109 | 1,788,938 | $306.9M | 7.11% |
| 9 | UBER TECHNOLOGIES INC | UBER | 9,229,293 | $292.6M | 6.78% |
| 10 | LIBERTY BROADBAND CORP | LBRDP | 3,328,515 | $271.9M | 6.30% |
| 11 | CHARTER COMMUNICATIONS INC N | 16119P108 | 486,554 | $174.0M | 4.03% |
| 12 | VISA INC | V | 699,997 | $157.8M | 3.66% |
| 13 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 1,467,649 | $123.6M | 2.86% |
| 14 | LIFESTANCE HEALTH GROUP INC | LFST | 6,736,690 | $50.1M | 1.16% |
| 15 | R1 RCM INC | 77634L105 | 785,923 | $11.8M | 0.27% |