STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 15
New Positions 0
Increased Positions 8
Decreased Positions 6
Positions with Activity 14
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,958

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

Sector Weighting

Basic Materials
Capital Goods 21.31%
Conglomerates
Consumer Cyclical 10.3%
Consumer/Non-Cyclical
Energy
Financial 17.32%
Healthcare
Services 29.22%
Technology 10.02%
Transportation
Utilities 10.01%

15 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
NORD ANGLIA EDUCATION INC SHS 35,822 14,291 66.38 1,673,151
CROWN CASTLE INTL CORP NEW COM 61,447 -75,477 (55.12) 711,935
VISA INC COM CL A 78,425 -4,374 (5.28) 289,061
EQUINIX INC COM PAR $0.001 85,772 7,745 9.93 382,613
SBA COMMUNICATIONS CORP COM 95,560 46,810 96.02 766,261
LUMBER LIQUIDATORS HLDGS INC COM 102,168 5,323 5.50 1,970,074
REALPAGE INC COM 110,294 -33,714 (23.41) 5,451,981
LPL FINL HLDGS INC COM 123,822 2,936 2.43 2,760,190
SENSATA TECHNOLOGIES HLDG NV SHS 127,635 -18,363 (12.58) 2,375,040
MATTRESS FIRM HLDG CORP COM 129,893 4,799 3.84 2,132,535
MSCI INC COM 136,848 -12,460 (8.35) 2,438,916
CHARTER COMMUNICATIONS INC DEL CL A NEW 182,859 11,612 6.78 1,012,508
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 195,936 14,770 8.15 3,016,718
WABCO HLDGS INC COM 201,576 -4,362 (2.12) 1,725,380
TRANSDIGM GROUP INC COM 289,516 New 1,335,036


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