§ 13F · FUND PROFILE
FERNBRIDGE CAPITAL MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2099.8T (13F)Positions · 24Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 1.76M | $466.0T | 22.9% | ±0% |
| 2 | WDAY | WORKDAY INC | 1.41M | $302.0T | 14.8% | +2% |
| 3 | AMZN | AMAZON COM INC | 961K | $221.8T | 10.9% | +10% |
| 4 | PTC | PTC INC | 1.23M | $213.5T | 10.5% | +12% |
| 5 | TTEK | TETRA TECH INC NEW | 3.07M | $102.9T | 5.1% | +202% |
| 6 | V | VISA INC | 242K | $84.8T | 4.2% | +36% |
| 7 | CNM | CORE & MAIN INC | 1.55M | $80.4T | 3.9% | +104% |
| 8 | LPX | LOUISIANA PAC CORP | 900K | $72.7T | 3.6% | +10% |
| 9 | INTU | INTUIT | 94K | $62.5T | 3.1% | +20% |
| 10 | COF | CAPITAL ONE FINL CORP | 255K | $61.7T | 3.0% | +24% |
§ 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 $2099828.6 trillion 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
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