§ 13F · FUND PROFILE
FERNBRIDGE CAPITAL MANAGEMENT LP.
AUM · $1.4B (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$62M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 1.93M | $302M | 22.1% | ±0% |
| 2 | V | VISA INC | 413K | $142M | 10.4% | +9% |
| 3 | PTC | PTC INC | 1.10M | $125M | 9.2% | −15% |
| 4 | WDAY | WORKDAY INC | 1.01M | $123M | 9.0% | −9% |
| 5 | INTU | INTUIT | 415K | $108M | 7.9% | −17% |
| 6 | AMZN | AMAZON COM INC | 379K | $90M | 6.6% | +5% |
| 7 | XYL | XYLEM INC | 573K | $68M | 5.0% | +7% |
| 8 | SPOT | SPOTIFY TECHNOLOGY S A | 144K | $66M | 4.8% | +113% |
| 9 | CNM | CORE & MAIN INC | 1.35M | $65M | 4.8% | +15% |
| 10 | AVGO | BROADCOM INC | 144K | $55M | 4.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FERNBRIDGE SIGNAL
AC read
FERNBRIDGE CAPITAL MANAGEMENT LP is a Other fund managing $1.4 billion in assets. The fund runs a focused portfolio of just 16 positions.
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