13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-003067
Total Value
$4.85B
Positions
13
Other Managers
2
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 770,048 | $948.4M | 19.54% |
| 2 | AMAZON COM INC | AMZN | 2,614,698 | $471.6M | 9.72% |
| 3 | VULCAN MATLS CO | 929160109 | 1,721,751 | $469.9M | 9.68% |
| 4 | MICROSOFT CORP | MSFT | 1,010,606 | $425.2M | 8.76% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 704,422 | $409.4M | 8.43% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 3,459,098 | $403.7M | 8.32% |
| 7 | WASTE CONNECTIONS INC | WCN | 2,334,000 | $401.5M | 8.27% |
| 8 | LAMB WESTON HLDGS INC | LW | 3,767,948 | $401.4M | 8.27% |
| 9 | NEW YORK TIMES CO | NYT | 8,076,126 | $349.1M | 7.19% |
| 10 | LIBERTY BROADBAND CORP | LBRDP | 3,787,842 | $216.8M | 4.47% |
| 11 | CHARTER COMMUNICATIONS INC N | 16119P108 | 553,698 | $160.9M | 3.32% |
| 12 | UBER TECHNOLOGIES INC | UBER | 1,604,827 | $123.6M | 2.55% |
| 13 | UNITED RENTALS INC | URI | 100,580 | $72.5M | 1.49% |