FERNBRIDGE CAPITAL MANAGEMENT LP
CIK: 0001827734SEC EDGAR →
Portfolio Value
$2.0T
Holdings
20
As of
Q4 2025
New Positions
24
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SALESFORCE INC | 1,759,109 | $466.0B | 22.90% |
| 2 | WORKDAY INC | 1,406,150 | $302.0B | 14.84% |
| 3 | AMAZON COM INC | 961,047 | $221.0B | 10.86% |
| 4 | PTC INC | 1,225,478 | $213.0B | 10.47% |
| 5 | TETRA TECH INC NEW | 3,066,841 | $102.0B | 5.01% |
| 6 | VISA INC | 241,807 | $84.0B | 4.13% |
| 7 | CORE & MAIN INC | 1,546,500 | $80.0B | 3.93% |
| 8 | LOUISIANA PAC CORP | 900,048 | $72.0B | 3.54% |
| 9 | INTUIT | 94,321 | $62.0B | 3.05% |
| 10 | CAPITAL ONE FINL CORP | 254,517 | $61.0B | 3.00% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $1.2T | 57.7% |
| Consumer Cyclical | 2 | $277.0B | 13.7% |
| Industrials | 3 | $227.0B | 11.2% |
| Financial Services | 2 | $145.0B | 7.2% |
| Communication Services | 4 | $136.0B | 6.7% |
| Basic Materials | 1 | $72.0B | 3.6% |