FERNBRIDGE CAPITAL MANAGEMENT LP: 13F holdings
CIK 18277342026Q2
| Positions | 16 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CRM SALESFORCE INC | 1,928,571 | $302.1m | 22.1% |
| V VISA INC | 413,310 | $141.8m | 10.4% |
| PTC PTC INC | 1,101,110 | $125.1m | 9.2% |
| WDAY WORKDAY INC | 1,008,623 | $123.5m | 9.0% |
| INTU INTUIT | 415,261 | $108.4m | 7.9% |
| AMZN AMAZON COM INC | 378,966 | $90.3m | 6.6% |
| XYL XYLEM INC | 572,614 | $67.7m | 5.0% |
| SPOTIFY TECHNOLOGY S A | 143,826 | $66.0m | 4.8% |
| CNM CORE & MAIN INC | 1,345,061 | $64.9m | 4.8% |
| AVGO BROADCOM INC | 144,403 | $54.5m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1827734")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.