13F HOLDINGS REPORT
Stockbridge Partners LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001274
Total Value
$4.71B
Positions
12
Other Managers
2
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 668,285 | $846.9M | 17.97% |
| 2 | AMAZON COM INC | AMZN | 3,315,726 | $727.4M | 15.44% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 2,678,857 | $451.6M | 9.58% |
| 4 | VULCAN MATLS CO | 929160109 | 1,746,482 | $449.2M | 9.53% |
| 5 | DEERE & CO | DE | 882,306 | $373.8M | 7.93% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 1,492,889 | $369.0M | 7.83% |
| 7 | MICROSOFT CORP | MSFT | 846,730 | $356.9M | 7.57% |
| 8 | WASTE CONNECTIONS INC | WCN | 1,968,464 | $337.7M | 7.17% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 566,583 | $294.8M | 6.25% |
| 10 | NEW YORK TIMES CO | NYT | 4,386,211 | $228.3M | 4.84% |
| 11 | LIBERTY BROADBAND CORP | LBRDP | 1,866,717 | $139.6M | 2.96% |
| 12 | VEEVA SYS INC | VEEV | 652,840 | $137.3M | 2.91% |