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FERNBRIDGE CAPITAL MANAGEMENT LP 13F holdings

Filed 2026-08-13 · FERNBRIDGE CAPITAL MANAGEMENT LP · 16 positions · $1.4B

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TickerCompanySharesValue% of portfolio
CRMSALESFORCE INC1.9M$302.1M22.1%
VVISA INC413.3K$141.8M10.4%
PTCPTC INC1.1M$125.1M9.2%
WDAYWORKDAY INC1.0M$123.5M9.0%
ISRGINTUIT415.3K$108.4M7.9%
AMZNAMAZON COM INC379.0K$90.3M6.6%
XYLXYLEM INC572.6K$67.7M5.0%
SPOTSPOTIFY TECHNOLOGY S A143.8K$66.0M4.8%
CNMCORE & MAIN INC1.3M$64.9M4.8%
AVGOBROADCOM INC144.4K$54.5M4.0%
PFGCPERFORMANCE FOOD GROUP CO451.0K$50.4M3.7%
LPXLOUISIANA PAC CORP561.2K$44.1M3.2%
NVDANVIDIA CORPORATION193.8K$38.8M2.8%
COFCAPITAL ONE FINL CORP188.3K$37.8M2.8%
DASHDOORDASH INC151.1K$27.9M2.0%
TSMTAIWAN SEMICONDUCTOR MANUFAC47.8K$22.9M1.7%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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