13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004586
Total Value
$4.90B
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 | $1.07B | 21.82% |
| 2 | VULCAN MATLS CO | 929160109 | 2,048,691 | $461.9M | 9.42% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 4,705,558 | $358.0M | 7.30% |
| 4 | AMAZON COM INC | AMZN | 2,710,391 | $353.3M | 7.21% |
| 5 | UBER TECHNOLOGIES INC | UBER | 8,140,551 | $351.4M | 7.17% |
| 6 | MICROSOFT CORP | MSFT | 1,031,952 | $351.4M | 7.17% |
| 7 | LAMB WESTON HLDGS INC | LW | 3,001,469 | $345.0M | 7.04% |
| 8 | NEW YORK TIMES CO | NYT | 8,349,581 | $328.8M | 6.71% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 3,461,279 | $277.3M | 5.66% |
| 10 | CHARTER COMMUNICATIONS INC N | 16119P108 | 747,865 | $274.7M | 5.61% |
| 11 | VISA INC | V | 1,107,957 | $263.1M | 5.37% |
| 12 | SERVICENOW INC | NOW | 374,739 | $210.6M | 4.30% |
| 13 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 1,467,649 | $167.0M | 3.41% |
| 14 | GENERAL ELECTRIC CO | 369604301 | 508,465 | $55.9M | 1.14% |
| 15 | LIFESTANCE HEALTH GROUP INC | LFST | 3,687,152 | $33.7M | 0.69% |