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Stockbridge Partners Llc

13F Holdings
Filed: 2025-02-14
Portfolio Value
4.71B arrow_downward -5.38%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001505183
Filing Date
2025-02-14 00:00:00
Address
200 Clarendon Street
Boston
MA
Prior Value
4.98B
Top 10 Holdings %
lock
Portfolio Value
Stockbridge Partners Llc
(13F - 2024-12-31)
Transdigm Group Inc
-
2025-02-14
Value
846.90M
Shares
668.28K
Portfolio %
17.97%
Amazon Com Inc
-
2025-02-14
Value
727.44M
Shares
3.32M
Portfolio %
15.44%
Guidewire Software Inc
-
2025-02-14
Value
451.60M
Shares
2.68M
Portfolio %
9.58%
Vulcan Matls Co
-
2025-02-14
Value
449.25M
Shares
1.75M
Portfolio %
9.53%
Deere & Co
-
2025-02-14
Value
373.83M
Shares
882.31K
Portfolio %
7.93%
Hilton Worldwide Hldgs Inc
-
2025-02-14
Value
368.98M
Shares
1.49M
Portfolio %
7.83%
Microsoft Corp
-
2025-02-14
Value
356.90M
Shares
846.73K
Portfolio %
7.57%
Waste Connections Inc
-
2025-02-14
Value
337.75M
Shares
1.97M
Portfolio %
7.17%
Thermo Fisher Scientific Inc
-
2025-02-14
Value
294.75M
Shares
566.58K
Portfolio %
6.25%
New York Times Co
-
2025-02-14
Value
228.30M
Shares
4.39M
Portfolio %
4.84%
Top Increases | Stockbridge Partners Llc
(2024-09-30 → 2024-12-31)
Amazon Com Inc
-
2025-02-14
Value Change
arrow_upward 100.92M
Shares
arrow_upward -46691.00
Portfolio % Change
arrow_upward 2.86%
Portfolio %
15.44%
Vulcan Matls Co
-
2025-02-14
Value Change
arrow_upward 56.43M
Shares
arrow_upward 177.92K
Portfolio % Change
arrow_upward 1.65%
Portfolio %
9.53%
Microsoft Corp
-
2025-02-14
Value Change
arrow_upward 30.18M
Shares
arrow_upward 87.45K
Portfolio % Change
arrow_upward 1.01%
Portfolio %
7.57%
Hilton Worldwide Hldgs Inc
-
2025-02-14
Value Change
arrow_upward 13.00M
Shares
arrow_upward -51510.00
Portfolio % Change
arrow_upward 0.68%
Portfolio %
7.83%
Waste Connections Inc
-
2025-02-14
Value Change
arrow_upward 8.54M
Shares
arrow_upward 127.45K
Portfolio % Change
arrow_upward 0.56%
Portfolio %
7.17%
Deere & Co
-
2025-02-14
Value Change
arrow_upward 4.81M
Shares
arrow_upward -1931.00
Portfolio % Change
arrow_upward 0.52%
Portfolio %
7.93%
Guidewire Software Inc
-
2025-02-14
Value Change
arrow_upward -895804.00
Shares
arrow_upward 205.38K
Portfolio % Change
arrow_upward 0.50%
Portfolio %
9.58%
Top Decreases | Stockbridge Partners Llc
(2024-09-30 → 2024-12-31)
Thermo Fisher Scientific Inc
-
2025-02-14
Value Change
arrow_downward -61903472.00
Shares
arrow_downward -10000.00
Portfolio % Change
arrow_downward 0.91%
Portfolio %
6.25%
New York Times Co
-
2025-02-14
Value Change
arrow_downward -123657987.00
Shares
arrow_downward -1936050.00
Portfolio % Change
arrow_downward 2.22%
Portfolio %
4.84%
Transdigm Group Inc
-
2025-02-14
Value Change
arrow_downward -161131935.00
Shares
arrow_downward -38053.00
Portfolio % Change
arrow_downward 2.27%
Portfolio %
17.97%
Liberty Broadband Corp
-
2025-02-14
Value Change
arrow_downward -153206545.00
Shares
arrow_downward -1921125.00
Portfolio % Change
arrow_downward 2.92%
Portfolio %
2.96%
Stockbridge Partners Llc (13F - 2024-12-31) Comparing to 2024-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Stockbridge Partners Llc
(2024-09-30 → 2024-12-31)
Veeva Sys Inc
-
2025-02-14
Value
add_circle 137.26M
Shares
652.84K
Portfolio %
2.91%
% Change
2.91%
Closed Positions | Stockbridge Partners Llc
(2024-09-30 → 2024-12-31)
Procore Technologies Inc
PCOR
2024-11-14
Value
remove_circle 30.04M
Shares
486.79K
Previous %
20.24%
% Change
-20.24%
Charter Communications Inc N
CHTR
2024-11-14
Value
remove_circle 88.32M
Shares
272.52K
Previous %
20.24%
% Change
-20.24%