Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 16
- +1 vs. Q1 2021
- Portfolio value
- $4.70B
- +$593.0M (+14.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,554,497 | $1.01B | 21.4% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 5,169,451 | $582.7M | 12.4% | +681,033+15.2% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 2,546,907 | $442.3M | 9.4% | −1,009,643−28.4% | Reduced | History |
| VVisa Inc. | Stock | 1,770,088 | $413.9M | 8.8% | +38,594+2.2% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 3,121,734 | $363.9M | 7.7% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 1,279,702 | $291.4M | 6.2% | −353,032−21.6% | Reduced | History |
| VMCVulcan Materials CO | COM | 1,328,073 | $231.2M | 4.9% | +674,925+103.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 852,893 | $231.0M | 4.9% | +416,355+95.4% | Added | History |
| SHCSotera Health Co | COM | 9,404,585 | $227.9M | 4.8% | +1,435,138+18.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 65,600 | $225.7M | 4.8% | −32,733−33.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 3,982,735 | $199.6M | 4.2% | +3,335,747+515.6% | Added | History |
| NYTNew York Times Co | CL A | 4,027,084 | $175.4M | 3.7% | +1,998,251+98.5% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 209,828 | $151.4M | 3.2% | −91,199−30.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 216,997 | $119.3M | 2.5% | +4,641+2.2% | Added | History |
| ALKTAlkami Technology, Inc. | Stock | 937,500 | $33.4M | 0.7% | +937,500 | New | History |
| MCWMister Car Wash, Inc. | COM | 200,000 | $4.31M | 0.1% | +200,000 | New | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.