Q4 2024 · 13F-HR
Stockbridge Partners LLCholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001274
$4.71B
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 893641100 | TDG | TRANSDIGM GROUP INC | $846.9M | 18.0% | 668,285 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $727.4M | 15.4% | 3,315,726 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $451.6M | 9.58% | 2,678,857 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $449.2M | 9.53% | 1,746,482 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $373.8M | 7.93% | 882,306 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $369.0M | 7.83% | 1,492,889 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $356.9M | 7.57% | 846,730 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $337.7M | 7.17% | 1,968,464 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $294.8M | 6.25% | 566,583 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $228.3M | 4.84% | 4,386,211 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $139.6M | 2.96% | 1,866,717 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $137.3M | 2.91% | 652,840 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.