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

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Nov 16, 2021
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Boston, MA, based Investment company Stockbridge Partners LLC (Current Portfolio) buys Wayfair Inc, Visa Inc, Atlassian Corporation PLC, MeridianLink Inc, Ginkgo Bioworks Holdings Inc, sells Charter Communications Inc, Alkami Technology Inc, Mister Car Wash Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Stockbridge Partners LLC. As of 2021Q3, Stockbridge Partners LLC owns 19 stocks with a total value of $4.9 billion. These are the details of the buys and sells.

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
  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%
New Purchase: Wayfair Inc (W)

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.

New Purchase: Atlassian Corporation PLC (TEAM)

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.

New Purchase: MeridianLink Inc (MLNK)

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.

New Purchase: Ginkgo Bioworks Holdings Inc (DNA)

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.

Added: Visa Inc (V)

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.

Sold Out: Mister Car Wash Inc (MCW)

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.



Here is the complete portfolio of Stockbridge Partners LLC. Also check out:

1. Stockbridge Partners LLC's Undervalued Stocks
2. Stockbridge Partners LLC's Top Growth Companies, and
3. Stockbridge Partners LLC's High Yield stocks
4. Stocks that Stockbridge Partners LLC keeps buying
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