13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006485
Total Value
$4.98B
Positions
13
Other Managers
2
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 706,338 | $1.01B | 20.24% |
| 2 | AMAZON COM INC | AMZN | 3,362,417 | $626.5M | 12.58% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 2,473,475 | $452.5M | 9.09% |
| 4 | VULCAN MATLS CO | 929160109 | 1,568,564 | $392.8M | 7.89% |
| 5 | DEERE & CO | DE | 884,237 | $369.0M | 7.41% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 576,583 | $356.7M | 7.16% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 1,544,399 | $356.0M | 7.15% |
| 8 | NEW YORK TIMES CO | NYT | 6,322,261 | $352.0M | 7.07% |
| 9 | WASTE CONNECTIONS INC | WCN | 1,841,010 | $329.2M | 6.61% |
| 10 | MICROSOFT CORP | MSFT | 759,278 | $326.7M | 6.56% |
| 11 | LIBERTY BROADBAND CORP | LBRDP | 3,787,842 | $292.8M | 5.88% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 272,520 | $88.3M | 1.77% |
| 13 | PROCORE TECHNOLOGIES INC | PCOR | 486,794 | $30.0M | 0.60% |