FERNBRIDGE CAPITAL MANAGEMENT LP 13F Holdings

CIK 0001827734 · LOS ANGELES, CA

As of Sep 30, 2025, FERNBRIDGE CAPITAL MANAGEMENT LP reported 24 positions worth $2.1B in its SEC Form 13F filing.

Top 24 holdings

SecurityTickerSectorSharesValue% of portfolio
SALESFORCE INCCRMTechnology1,759,109$416.9M20.32%
WORKDAY INCWDAYTechnology1,382,293$332.8M16.22%
PTC INCPTCTechnology1,093,360$222.0M10.82%
AMAZON.COM INCAMZNEquity873,314 91.8M9.34%
LOUISIANA-PACIFIC CORPLPXBasic Materials820,755$72.9M3.55%
VULCAN MATERIALS COVMCBasic Materials232,566$71.5M3.49%
LIVE NATION ENTERTAINMENT INCLYVCommunication Services431,935$70.6M3.44%
VISA INC-CLASS A SHARESVFinancial Services177,206$60.5M2.95%
BOOKING HOLDINGS INCBKNGIndustrials10,604$57.3M2.79%
INTUIT INCINTUTechnology78,596$53.7M2.62%
APPLOVIN CORPAPPTechnology74,099$53.2M2.59%
NETFLIX INCNFLXCommunication Services42,905$51.4M2.51%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical178,577$45.4M2.21%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services205,687$43.7M2.13%
XYLEM INCXYLIndustrials282,762$41.7M2.03%
SPOTIFY TECHNOLOGY SASPOTCommunication Services59,134$41.3M2.01%
CORE & MAIN INCCNMIndustrials756,635$40.7M1.98%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology142,260$39.7M1.94%
TETRA TECH INCTTEKIndustrials1,015,666$33.9M1.65%
UBER TECHNOLOGIES INCUBERTechnology341,981$33.5M1.63%
CHARTER COMMUNICATIONS INCCHTRCommunication Services91,887$25.3M1.23%
ALPHABET INCGOOGLEquity86,275$21.0M1.02%
T-MOBILE US INCTMUSCommunication Services86,965$20.8M1.01%
DRAFTKINGS INCDKNGConsumer Cyclical279,860 0.5M0.51%