STOCKBRIDGE PARTNERS LLC Information

200 CLARENDON STREET, BOSTON, Massachusetts, 02116, (617) 227-0050

Report Date: 03/31/2015

Position Statistics

Total Positions 17
New Positions 2
Increased Positions 6
Decreased Positions 10
Positions with Activity 16
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,878

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 26.48%
Conglomerates
Consumer Cyclical 10.89%
Consumer/Non-Cyclical
Energy
Financial 14.59%
Healthcare
Services 21.99%
Technology 7.9%
Transportation
Utilities 10.91%

17 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
LUMBER LIQUIDATORS HLDGS INC COM -37,707 Sold Out 0
VISA INC COM CL A -88,314 Sold Out 0
EQUINIX INC COM PAR $0.001 43,464 -64,654 (59.8) 153,813
MSCI INC COM 104,609 -61,164 (36.9) 1,539,050
CROWN CASTLE INTL CORP NEW COM 44,670 -13,331 (22.98) 548,301
SBA COMMUNICATIONS CORP COM 71,323 -19,256 (21.26) 603,362
CHARTER COMMUNICATIONS INC DEL CL A NEW 162,549 -27,762 (14.59) 864,808
WABCO HLDGS INC COM 204,432 -4,839 (2.31) 1,685,483
REALPAGE INC COM 104,781 -60 (0.06) 5,448,839
SENSATA TECHNOLOGIES HLDG NV SHS 121,627 -70 (0.06) 2,373,672
ADVANCED DRAIN SYS INC DEL COM 76,891 76,891 New 2,755,949
ARMSTRONG WORLD INDS INC NEW COM 82,184 82,184 New 1,416,965
TRANSDIGM GROUP INC COM 293,388 New 1,335,036
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 204,867 9,655 4.95 3,165,918
MATTRESS FIRM HLDG CORP COM 134,374 6,592 5.16 2,242,554
LPL FINL HLDGS INC COM 169,242 39,265 30.21 3,594,013
NORD ANGLIA EDUCATION INC SHS 59,125 18,016 43.82 2,406,397


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