13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000919574-24-004580
Total Value
$4.84B
Positions
13
Other Managers
2
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 706,338 | $902.4M | 18.66% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 3,855,646 | $531.7M | 10.99% |
| 3 | AMAZON COM INC | AMZN | 2,576,286 | $497.9M | 10.29% |
| 4 | MICROSOFT CORP | MSFT | 995,692 | $445.0M | 9.20% |
| 5 | NEW YORK TIMES CO | NYT | 7,090,326 | $363.1M | 7.51% |
| 6 | VULCAN MATLS CO | 929160109 | 1,431,199 | $355.9M | 7.36% |
| 7 | WASTE CONNECTIONS INC | WCN | 2,026,369 | $355.3M | 7.35% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 632,418 | $349.7M | 7.23% |
| 9 | LAMB WESTON HLDGS INC | LW | 3,985,409 | $335.1M | 6.93% |
| 10 | LIBERTY BROADBAND CORP | LBRDP | 3,787,842 | $207.6M | 4.29% |
| 11 | HILTON WORLDWIDE HLDGS INC | HLT | 943,806 | $205.9M | 4.26% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 530,609 | $158.6M | 3.28% |
| 13 | DEERE & CO | DE | 343,363 | $128.3M | 2.65% |