Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 17
- −2 vs. Q3 2021
- Portfolio value
- $4.95B
- +$100.8M (+2.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,554,497 | $989.1M | 20.0% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 4,745,803 | $538.8M | 10.9% | −414,869−8.0% | Reduced | History |
| VVisa Inc. | Stock | 2,127,909 | $461.1M | 9.3% | −39,749−1.8% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 2,309,034 | $372.0M | 7.5% | −162,622−6.6% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 2,535,061 | $345.1M | 7.0% | −100,000−3.8% | Reduced | History |
| VMCVulcan Materials CO | COM | 1,647,804 | $342.1M | 6.9% | +272,160+19.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 863,621 | $290.5M | 5.9% | +108,250+14.3% | Added | History |
| VRSNVerisign Inc | COM | 1,094,004 | $277.7M | 5.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 77,817 | $259.5M | 5.2% | +12,347+18.9% | Added | History |
| SHCSotera Health Co | COM | 9,234,930 | $217.5M | 4.4% | −702,558−7.1% | Reduced | History |
| NYTNew York Times Co | CL A | 4,020,124 | $194.2M | 3.9% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 4,558,638 | $191.1M | 3.9% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 269,311 | $174.8M | 3.5% | +52,746+24.4% | Added | History |
| WWayfair Inc. | CL A | 783,240 | $148.8M | 3.0% | 00.0% | Unchanged | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 4,859,337 | $67.5M | 1.4% | +4,859,337 | New | History |
| TWLOTwilio Inc | CL A | 208,898 | $55.0M | 1.1% | +208,898 | New | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 1,350,000 | $29.1M | 0.6% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (4)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| TEAMAtlassian Corp | CL A | 220,525 | $86.3M | 1.8% | History |
| CHTRCharter Communications, Inc. | CL A | 71,407 | $52.0M | 1.1% | History |
| ALKTAlkami Technology, Inc. | Stock | 572,360 | $14.1M | 0.3% | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 800,000 | $9.27M | 0.2% | History |