Stockbridge Partners LLC Buys Wayfair Inc, Visa Inc, Atlassian Corporation PLC, Sells Charter Communications Inc, Alkami Technology Inc, Mister Car Wash Inc

• New Purchases: W, TEAM, MLNK, DNA,
• Added Positions: V, UBER, SHC, VMC,
• Reduced Positions: CHTR, WMS, VRSN, MSFT, ALKT, LBRDK,
• Sold Out: MCW,

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, 20.01% of the total portfolio.
2. Guidewire Software Inc (GWRE) - 5,160,672 shares, 12.64% of the total portfolio. Shares reduced by 0.17%
3. Visa Inc (V) - 2,167,658 shares, 9.95% of the total portfolio. Shares added by 22.46%
4. Liberty Broadband Corp (LBRDK) - 2,471,656 shares, 8.80% of the total portfolio. Shares reduced by 2.95%
5. Advanced Drainage Systems Inc (WMS) - 2,635,061 shares, 5.87% of the total portfolio. Shares reduced by 15.59%

Stockbridge Partners LLC initiated holding in Wayfair Inc. The purchase prices were between $241.36 and $316.57, with an estimated average price of $282.2. The stock is now traded at around $268.460000. The impact to a portfolio due to this purchase was 4.12%. The holding were 783,240 shares as of 2021-09-30.

Stockbridge Partners LLC initiated holding in Atlassian Corporation PLC. The purchase prices were between $258.43 and $413.94, with an estimated average price of $333.64. The stock is now traded at around $440.150000. The impact to a portfolio due to this purchase was 1.78%. The holding were 220,525 shares as of 2021-09-30.

Stockbridge Partners LLC initiated holding in MeridianLink Inc. The purchase prices were between $22.09 and $28.46, with an estimated average price of $24.75. The stock is now traded at around $24.100000. The impact to a portfolio due to this purchase was 0.62%. The holding were 1,350,000 shares as of 2021-09-30.

Stockbridge Partners LLC initiated holding in Ginkgo Bioworks Holdings Inc. The purchase prices were between $11.11 and $13.28, with an estimated average price of $12.17. The stock is now traded at around $14.000000. The impact to a portfolio due to this purchase was 0.19%. The holding were 800,000 shares as of 2021-09-30.

Stockbridge Partners LLC added to a holding in Visa Inc by 22.46%. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $215.180000. The impact to a portfolio due to this purchase was 1.82%. The holding were 2,167,658 shares as of 2021-09-30.

Stockbridge Partners LLC sold out a holding in Mister Car Wash Inc. The sale prices were between $17.37 and $23.53, with an estimated average price of $19.87.