Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 15
- 0 vs. Q2 2023
- Portfolio value
- $4.50B
- −$404.5M (−8.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,171,919 | $988.1M | 22.0% | −24,022−2.0% | Reduced | History |
| VMCVulcan Materials CO | COM | 1,869,687 | $377.7M | 8.4% | −179,004−8.7% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 4,020,881 | $361.9M | 8.0% | −684,677−14.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 7,164,509 | $329.5M | 7.3% | −976,042−12.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 638,855 | $323.4M | 7.2% | +638,855 | New | History |
| MSFTMicrosoft Corp | Stock | 1,011,610 | $319.4M | 7.1% | −20,342−2.0% | Reduced | History |
| NYTNew York Times Co | CL A | 7,605,670 | $313.4M | 7.0% | −743,911−8.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,393,947 | $304.3M | 6.8% | −316,444−11.7% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 3,286,442 | $300.1M | 6.7% | −174,837−5.1% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 2,626,822 | $242.9M | 5.4% | −374,647−12.5% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 471,837 | $207.5M | 4.6% | −276,028−36.9% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 298,367 | $166.8M | 3.7% | −76,372−20.4% | Reduced | History |
| VVisa Inc. | Stock | 677,873 | $155.9M | 3.5% | −430,084−38.8% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 762,895 | $86.8M | 1.9% | −704,754−48.0% | Reduced | History |
| LFSTLifeStance Health Group, Inc. | COM | 2,813,215 | $19.3M | 0.4% | −873,937−23.7% | Reduced | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.