Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 17
- 0 vs. Q1 2022
- Portfolio value
- $3.82B
- −$813.3M (−17.6%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,602,348 | $859.9M | 22.5% | +47,851+3.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,509,659 | $387.7M | 10.1% | +446,525+42.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,382,993 | $359.3M | 9.4% | +1,386,653+69.5% | AddedConverted for a 20-for-1 split | History |
| GWREGuidewire Software, Inc. | COM | 4,916,156 | $349.0M | 9.1% | +179,286+3.8% | Added | History |
| VMCVulcan Materials CO | COM | 2,015,636 | $286.4M | 7.5% | +262,558+15.0% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 2,169,313 | $250.9M | 6.6% | 00.0% | Unchanged | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 2,222,369 | $200.2M | 5.2% | −312,692−12.3% | Reduced | History |
| NYTNew York Times Co | CL A | 7,165,254 | $199.9M | 5.2% | +674,264+10.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 420,139 | $199.8M | 5.2% | −63,415−13.1% | Reduced | History |
| VVisa Inc. | Stock | 921,338 | $181.4M | 4.7% | −591,406−39.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 7,522,689 | $153.9M | 4.0% | +2,064,051+37.8% | Added | History |
| SHCSotera Health Co | COM | 7,365,680 | $144.3M | 3.8% | −1,847,761−20.1% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 175,849 | $82.4M | 2.2% | +175,849 | New | History |
| WWayfair Inc. | CL A | 1,331,862 | $58.0M | 1.5% | +160,000+13.7% | Added | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 4,405,309 | $47.8M | 1.2% | −122,316−2.7% | Reduced | History |
| LFSTLifeStance Health Group, Inc. | COM | 6,816,137 | $37.9M | 1.0% | +1,521,527+28.7% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 1,315,961 | $22.0M | 0.6% | +28,277+2.2% | Added | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.