Stockbridge Partners LLC Portfolio Holdings by Sector

Stockbridge Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TDG 1 stocks	$692,267 13.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW GWRE 2 stocks	$625,234 12.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$594,455 11.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$532,795 10.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$482,114 9.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$429,599 8.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$392,829 7.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$389,137 7.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$364,600 7.05% of portfolio	-	1	-	-	0 Calls 0 Puts

Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$335,094 6.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$230,110 4.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$100,682 1.95% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Stockbridge Partners LLC, based on Form 13F filings with the SEC.

Stay updated on Stockbridge Partners LLC with notifications on news.