FERNBRIDGE CAPITAL MANAGEMENT LP
17 holdingsFiling period: 2026-03-31Current AUM: $1.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 1.93M | $360.2M | $355.1M | 22.03% | +170.4K | 2026-03-31 |
| 2 | INTU | INTUIT | 499.1K | $215.8M | $157.8M | 9.79% | +404.8K | 2026-03-31 |
| 3 | PTC | PTC INC | 1.30M | $184.6M | $177.7M | 11.03% | +70.0K | 2026-03-31 |
| 4 | WDAY | WORKDAY INC | 1.10M | $143.3M | $176.9M | 10.97% | -303,078 | 2026-03-31 |
| 5 | V | VISA INC | 380.3K | $114.9M | $139.2M | 8.64% | +138.5K | 2026-03-31 |
| 6 | TTEK | TETRA TECH INC NEW | 3.40M | $102.4M | $112.8M | 7.00% | +333.9K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 362.2K | $75.4M | $98.4M | 6.10% | -598,822 | 2026-03-31 |
| 8 | XYL | XYLEM INC | 536.8K | $64.1M | $62.8M | 3.90% | +206.2K | 2026-03-31 |
| 9 | CNM | CORE & MAIN INC | 1.17M | $57.9M | $51.6M | 3.20% | -373,551 | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 148.7K | $46.0M | $57.9M | 3.59% | -- | 2026-03-31 |
| 11 | COF | CAPITAL ONE FINL CORP | 230.6K | $42.1M | $48.2M | 2.99% | -23,940 | 2026-03-31 |
| 12 | PFGC | PERFORMANCE FOOD GROUP CO | 400.6K | $34.3M | $45.8M | 2.84% | -- | 2026-03-31 |
| 13 | — | SPOTIFY TECHNOLOGY S A | 67.7K | $32.8M | $32.8M | 2.04% | -7,680 | 2026-03-31 |
| 14 | BKNG | BOOKING HOLDINGS INC | 7.3K | $30.9M | $35.4M | 2.20% | -3,287 | 2026-03-31 |
| 15 | LPX | LOUISIANA PAC CORP | 405.1K | $29.5M | $29.3M | 1.82% | -494,951 | 2026-03-31 |
| 16 | APP | APPLOVIN CORP | 34.6K | $13.8M | $13.7M | 0.85% | -7,598 | 2026-03-31 |
| 17 | DASH | DOORDASH INC | 83.1K | $12.5M | $16.3M | 1.01% | -- | 2026-03-31 |
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