Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 15
- No 13F data for Q4 2020
- Portfolio value
- $4.11B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,554,497 | $913.9M | 22.3% | – | – | History |
| LBRDKLiberty Broadband Corp | COM SER C | 3,556,550 | $534.0M | 13.0% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 4,488,418 | $456.2M | 11.1% | – | – | History |
| VVisa Inc. | Stock | 1,731,494 | $366.6M | 8.9% | – | – | History |
| VRSNVerisign Inc | COM | 1,632,734 | $324.5M | 7.9% | – | – | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 3,121,734 | $322.8M | 7.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 98,333 | $304.3M | 7.4% | – | – | History |
| SHCSotera Health Co | COM | 7,969,447 | $198.9M | 4.8% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 301,027 | $185.7M | 4.5% | – | – | History |
| VMCVulcan Materials CO | COM | 653,148 | $110.2M | 2.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 212,356 | $106.2M | 2.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 436,538 | $102.9M | 2.5% | – | – | History |
| NYTNew York Times Co | CL A | 2,028,833 | $102.7M | 2.5% | – | – | History |
| CPNGCoupang, Inc. | CL A | 857,142 | $42.3M | 1.0% | – | – | History |
| UBERUber Technologies, Inc | Stock | 646,988 | $35.3M | 0.9% | – | – | History |