For the details of Stockbridge Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/stockbridge+partners+llc/current-portfolio/portfolio
These are the top 5 holdings of Stockbridge Partners LLC- TransDigm Group Inc (TDG) - 1,152,650 shares, 23.42% of the total portfolio.
- Amazon.com Inc (AMZN) - 189,019 shares, 12.67% of the total portfolio.
- Booking Holdings Inc (BKNG) - 168,597 shares, 12.56% of the total portfolio. Shares added by 7.20%
- Guidewire Software Inc (GWRE) - 2,481,984 shares, 9.88% of the total portfolio.
- MPLX LP (MPLX) - 10,264,932 shares, 9.48% of the total portfolio.
Stockbridge Partners LLC initiated holding in Upwork Inc. The purchase prices were between $10.3 and $15.3, with an estimated average price of $12.54. The stock is now traded at around $9.22. The impact to a portfolio due to this purchase was 2.06%. The holding were 5,328,149 shares as of .
New Purchase: Autodesk Inc (ADSK)Stockbridge Partners LLC initiated holding in Autodesk Inc. The purchase prices were between $139.67 and $185.38, with an estimated average price of $162.92. The stock is now traded at around $208.95. The impact to a portfolio due to this purchase was 1.44%. The holding were 216,401 shares as of .
Here is the complete portfolio of Stockbridge Partners LLC. Also check out:
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