Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 15
- 0 vs. Q1 2023
- Portfolio value
- $4.90B
- +$586.4M (+13.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,195,941 | $1.07B | 21.8% | 00.0% | Unchanged | History |
| VMCVulcan Materials CO | COM | 2,048,691 | $461.9M | 9.4% | +259,753+14.5% | Added | History |
| GWREGuidewire Software, Inc. | COM | 4,705,558 | $358.0M | 7.3% | +244,925+5.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,710,391 | $353.3M | 7.2% | −634,213−19.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 8,140,551 | $351.4M | 7.2% | −1,088,742−11.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,031,952 | $351.4M | 7.2% | −225,268−17.9% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 3,001,469 | $345.0M | 7.0% | −161,771−5.1% | Reduced | History |
| NYTNew York Times Co | CL A | 8,349,581 | $328.8M | 6.7% | +345,850+4.3% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 3,461,279 | $277.3M | 5.7% | +132,764+4.0% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 747,865 | $274.7M | 5.6% | +261,311+53.7% | Added | History |
| VVisa Inc. | Stock | 1,107,957 | $263.1M | 5.4% | +407,960+58.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 374,739 | $210.6M | 4.3% | −333,704−47.1% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 1,467,649 | $167.0M | 3.4% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 508,465 | $55.9M | 1.1% | +508,465 | New | History |
| LFSTLifeStance Health Group, Inc. | COM | 3,687,152 | $33.7M | 0.7% | −3,049,538−45.3% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.