Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 16
- −1 vs. Q2 2022
- Portfolio value
- $3.53B
- −$290.2M (−7.6%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,602,348 | $840.9M | 23.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 3,480,216 | $393.3M | 11.1% | +97,223+2.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,680,840 | $391.5M | 11.1% | +171,181+11.3% | Added | History |
| VMCVulcan Materials CO | COM | 2,285,202 | $360.4M | 10.2% | +269,566+13.4% | Added | History |
| GWREGuidewire Software, Inc. | COM | 4,978,919 | $306.6M | 8.7% | +62,763+1.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 626,805 | $236.7M | 6.7% | +206,666+49.2% | Added | History |
| NYTNew York Times Co | CL A | 8,138,780 | $234.0M | 6.6% | +973,526+13.6% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 1,467,649 | $182.5M | 5.2% | −754,720−34.0% | Reduced | History |
| VVisa Inc. | Stock | 933,241 | $165.8M | 4.7% | +11,903+1.3% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 2,205,437 | $162.8M | 4.6% | +36,124+1.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 3,810,316 | $101.0M | 2.9% | −3,712,373−49.3% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 175,849 | $53.3M | 1.5% | 00.0% | Unchanged | History |
| LFSTLifeStance Health Group, Inc. | COM | 6,831,137 | $45.2M | 1.3% | +15,000+0.2% | Added | History |
| WWayfair Inc. | CL A | 1,331,862 | $43.4M | 1.2% | 00.0% | Unchanged | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 888,314 | $7.12M | 0.2% | −3,516,995−79.8% | Reduced | History |
| SHCSotera Health Co | COM | 893,430 | $6.09M | 0.2% | −6,472,250−87.9% | Reduced | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.