13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006237
Total Value
$4.50B
Positions
15
Other Managers
2
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 1,171,919 | $988.1M | 21.97% |
| 2 | VULCAN MATLS CO | 929160109 | 1,869,687 | $377.7M | 8.40% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 4,020,881 | $361.9M | 8.05% |
| 4 | UBER TECHNOLOGIES INC | UBER | 7,164,509 | $329.5M | 7.33% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 638,855 | $323.4M | 7.19% |
| 6 | MICROSOFT CORP | MSFT | 1,011,610 | $319.4M | 7.10% |
| 7 | NEW YORK TIMES CO | NYT | 7,605,670 | $313.4M | 6.97% |
| 8 | AMAZON COM INC | AMZN | 2,393,947 | $304.3M | 6.77% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 3,286,442 | $300.1M | 6.67% |
| 10 | LAMB WESTON HLDGS INC | LW | 2,626,822 | $242.9M | 5.40% |
| 11 | CHARTER COMMUNICATIONS INC N | 16119P108 | 471,837 | $207.5M | 4.61% |
| 12 | SERVICENOW INC | NOW | 298,367 | $166.8M | 3.71% |
| 13 | VISA INC | V | 677,873 | $155.9M | 3.47% |
| 14 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 762,895 | $86.8M | 1.93% |
| 15 | LIFESTANCE HEALTH GROUP INC | LFST | 2,813,215 | $19.3M | 0.43% |