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Stockbridge Partners LLC

Q1 2024 Holdings

Filed 2024-05-15 | 13 holdings | $4.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Transdigm Group Inc(TDG)COM893641100$948.4M770,04819.5%
Amazon COM Inc(AMZN)COM023135106$471.6M2,614,6989.7%
Vulcan Matls Co(VMC)COM929160109$469.9M1,721,7519.7%
Microsoft Corp(MSFT)COM594918104$425.2M1,010,6068.8%
Thermo Fisher Scientific Inc(TMO)COM883556102$409.4M704,4228.4%
Guidewire Software Inc(GWRE)COM40171V100$403.7M3,459,0988.3%
Waste Connections Inc(WCN)COM94106B101$401.5M2,334,0008.3%
Lamb Weston Hldgs Inc(LW)COM513272104$401.4M3,767,9488.3%
New York Times Co(NYT)CL A650111107$349.1M8,076,1267.2%
Liberty Broadband Corp(LBRDK)COM SER C530307305$216.8M3,787,8424.5%
Charter Communications Inc N(CHTR)CL A16119P108$160.9M553,6983.3%
Uber Technologies Inc(UBER)COM90353T100$123.6M1,604,8272.5%
United Rentals Inc(URI)COM911363109$72.5M100,5801.5%