Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 14
- −2 vs. Q3 2022
- Portfolio value
- $3.73B
- +$194.5M (+5.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,602,348 | $1.01B | 27.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,739,862 | $417.3M | 11.2% | +59,022+3.5% | Added | History |
| VMCVulcan Materials CO | COM | 1,944,757 | $340.5M | 9.1% | −340,445−14.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,602,048 | $302.6M | 8.1% | +121,832+3.5% | Added | History |
| GWREGuidewire Software, Inc. | COM | 4,728,378 | $295.8M | 7.9% | −250,541−5.0% | Reduced | History |
| NYTNew York Times Co | CL A | 8,558,222 | $277.8M | 7.5% | +419,442+5.2% | Added | History |
| NOWServiceNow, Inc. | Stock | 683,079 | $265.2M | 7.1% | +56,274+9.0% | Added | History |
| UBERUber Technologies, Inc | Stock | 7,827,082 | $193.6M | 5.2% | +4,016,766+105.4% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 2,333,889 | $178.0M | 4.8% | +128,452+5.8% | Added | History |
| VVisa Inc. | Stock | 820,581 | $170.5M | 4.6% | −112,660−12.1% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 1,467,649 | $120.3M | 3.2% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 289,648 | $98.2M | 2.6% | +113,799+64.7% | Added | History |
| LFSTLifeStance Health Group, Inc. | COM | 7,156,402 | $35.4M | 0.9% | +325,265+4.8% | Added | History |
| MCOMoodys Corp | Stock | 75,461 | $21.0M | 0.6% | +75,461 | New | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.