Holders — by stockHoldings — by fund
FERNBRIDGE CAPITAL MANAGEMENT LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001827734
$1.37B
disclosed book value
16
positions
22.1%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CRMSALESFORCE INC | 1.9M | $302.1M | 22.1% |
| 2 | VVISA INC | 413,310 | $141.8M | 10.4% |
| 3 | PTCPTC INC | 1.1M | $125.1M | 9.2% |
| 4 | WDAYWORKDAY INC | 1.0M | $123.5M | 9% |
| 5 | INTUINTUIT | 415,261 | $108.4M | 7.9% |
| 6 | AMZNAMAZON COM INC | 378,966 | $90.3M | 6.6% |
| 7 | XYLXYLEM INC | 572,614 | $67.7M | 5% |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 143,826 | $66.0M | 4.8% |
| 9 | CNMCORE & MAIN INC | 1.3M | $64.9M | 4.8% |
| 10 | AVGOBROADCOM INC | 144,403 | $54.5M | 4% |
| 11 | PFGCPERFORMANCE FOOD GROUP CO | 450,988 | $50.4M | 3.7% |
| 12 | LPXLOUISIANA PAC CORP | 561,155 | $44.1M | 3.2% |
| 13 | NVDANVIDIA CORPORATION | 193,818 | $38.8M | 2.8% |
| 14 | COFCAPITAL ONE FINL CORP | 188,258 | $37.8M | 2.8% |
| 15 | DASHDOORDASH INC | 151,098 | $27.9M | 2% |
| 16 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 47,847 | $22.9M | 1.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.