Stockbridge Partners LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Stockbridge Partners LLC disclosed 12 US equity positions worth $4.7bn in its Q4 2024 13F filing. The largest position was TDG at 18.0% of the reported book, followed by AMZN and GWRE. Against the Q3 2024 filing, it opened 1 new position, added to 4 and reduced 6 among the top 12 holdings.
What did Stockbridge Partners LLC own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 18.0% | $846.9m | 668,285 | -5% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 15.4% | $727.4m | 3,315,726 | -1% | reduced |
| 3 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 9.6% | $451.6m | 2,678,857 | 8% | added |
| 4 | VMC VULCAN MATLS CO | Basic Materials | 9.5% | $449.2m | 1,746,482 | 11% | added |
| 5 | DE DEERE & CO | Industrials | 7.9% | $373.8m | 882,306 | -0% | held |
| 6 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 7.8% | $369.0m | 1,492,889 | -3% | reduced |
| 7 | MSFT MICROSOFT CORP | Technology | 7.6% | $356.9m | 846,730 | 12% | added |
| 8 | WCN WASTE CONNECTIONS INC | Industrials | 7.2% | $337.7m | 1,968,464 | 7% | added |
| 9 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 6.3% | $294.8m | 566,583 | -2% | reduced |
| 10 | NYT NEW YORK TIMES CO | Communication Services | 4.8% | $228.3m | 4,386,211 | -31% | reduced |
| 11 | 8L8C LIBERTY BROADBAND CORP | 3.0% | $139.6m | 1,866,717 | -51% | reduced | |
| 12 | VEEV VEEVA SYS INC | Healthcare | 2.9% | $137.3m | 652,840 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.