Institutions / Fernbridge Capital Management LP
Fernbridge Capital Management LP
CIK 1827734 · Institution · as of Dec 31, 2025
Portfolio value
$2.04B
Positions
20
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Salesforce Inc | $466.01M | 22.9% |
| Workday Inc | $302.01M | 14.8% |
| Amazon.com Inc | $221.83M | 10.9% |
| PTC Inc | $213.49M | 10.5% |
| Tetra Tech Inc | $102.86M | 5.1% |
| Visa Inc | $84.80M | 4.2% |
| Core & Main, Inc. | $80.37M | 3.9% |
| Louisiana-Pacific Corp | $72.69M | 3.6% |
| Intuit Inc. | $62.48M | 3.1% |
| Capital One Financial Corp | $61.68M | 3.0% |
| Booking Holdings Inc | $56.96M | 2.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $54.82M | 2.7% |
| Xylem Inc. | $45.02M | 2.2% |
| Spotify Technology S a | $43.74M | 2.1% |
| T-Mobile US, Inc.TMUS | $42.91M | 2.1% |
| Live Nation Entertainment Inc | $41.09M | 2.0% |
| AppLovin Corp | $28.45M | 1.4% |
| Block, Inc. | $28.37M | 1.4% |
| Uber Technologies, Inc | $16.04M | 0.8% |
| Netflix Inc | $10.25M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.