§ 13F · FUND PROFILE
FERNBRIDGE CAPITAL MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.1B (13F)Positions · 24Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$93M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 1.93M | $360M | 23.1% | +10% |
| 2 | INTU | INTUIT | 499K | $216M | 13.8% | +429% |
| 3 | PTC | PTC INC | 1.30M | $185M | 11.8% | +6% |
| 4 | WDAY | WORKDAY INC | 1.10M | $143M | 9.2% | −22% |
| 5 | V | VISA INC | 380K | $115M | 7.4% | +57% |
| 6 | TTEK | TETRA TECH INC NEW | 3.40M | $102M | 6.6% | +11% |
| 7 | AMZN | AMAZON COM INC | 362K | $75M | 4.8% | −62% |
| 8 | XYL | XYLEM INC | 537K | $64M | 4.1% | +62% |
| 9 | CNM | CORE & MAIN INC | 1.17M | $58M | 3.7% | −24% |
| 10 | AVGO | BROADCOM INC | 149K | $46M | 2.9% | NEW |
§ 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 $2.1 billion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed