Stockbridge Partners LLC Buys Uber Technologies Inc, Vulcan Materials Co, Microsoft Corp, Sells Liberty Broadband Corp, Amazon.com Inc, VeriSign Inc

• New Purchases: ALKT, MCW,
• Added Positions: UBER, VMC, MSFT, NYT, GWRE, SHC, V, NOW,
• Reduced Positions: LBRDK, AMZN, VRSN, CHTR,
• Sold Out: CPNG,

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

1. TransDigm Group Inc (TDG) - 1,554,497 shares, 21.41% of the total portfolio.
2. Guidewire Software Inc (GWRE) - 5,169,451 shares, 12.40% of the total portfolio. Shares added by 15.17%
3. Liberty Broadband Corp (LBRDK) - 2,546,907 shares, 9.41% of the total portfolio. Shares reduced by 28.39%
4. Visa Inc (V) - 1,770,088 shares, 8.81% of the total portfolio. Shares added by 2.23%
5. Advanced Drainage Systems Inc (WMS) - 3,121,734 shares, 7.74% of the total portfolio.

Stockbridge Partners LLC initiated holding in Alkami Technology Inc. The purchase prices were between $27.06 and $47.69, with an estimated average price of $36.6. The stock is now traded at around $27.590000. The impact to a portfolio due to this purchase was 0.71%. The holding were 937,500 shares as of 2021-06-30.

Stockbridge Partners LLC initiated holding in Mister Car Wash Inc. The purchase prices were between $20.3 and $22.4, with an estimated average price of $21.25. The stock is now traded at around $18.120000. The impact to a portfolio due to this purchase was 0.09%. The holding were 200,000 shares as of 2021-06-30.

Stockbridge Partners LLC added to a holding in Uber Technologies Inc by 515.58%. The purchase prices were between $43.81 and $60.74, with an estimated average price of $52.32. The stock is now traded at around $41.000000. The impact to a portfolio due to this purchase was 3.56%. The holding were 3,982,735 shares as of 2021-06-30.

Stockbridge Partners LLC added to a holding in Vulcan Materials Co by 103.33%. The purchase prices were between $165.84 and $193.11, with an estimated average price of $178.53. The stock is now traded at around $185.200000. The impact to a portfolio due to this purchase was 2.5%. The holding were 1,328,073 shares as of 2021-06-30.

Stockbridge Partners LLC added to a holding in Microsoft Corp by 95.38%. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $293.080000. The impact to a portfolio due to this purchase was 2.4%. The holding were 852,893 shares as of 2021-06-30.

Stockbridge Partners LLC added to a holding in New York Times Co by 98.49%. The purchase prices were between $40.11 and $50.62, with an estimated average price of $44.68. The stock is now traded at around $48.610000. The impact to a portfolio due to this purchase was 1.85%. The holding were 4,027,084 shares as of 2021-06-30.

Stockbridge Partners LLC sold out a holding in Coupang Inc. The sale prices were between $32.04 and $49.35, with an estimated average price of $41.17.