Investor
FERNBRIDGE CAPITAL MANAGEMENT LP
CIK 0001827734 · filed 2026-05-15 · SEC filing
13F book
$1.56B
Positions
17
3 new · 6 sold
Largest name
23.1%
Salesforce, Inc. · CRM
Est. mark
−$372.2M
Price effect on 14 names still held. Flow −$103M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Salesforce, Inc. | CRM | 1.93M | $360.2M | 23.1% | −$137.6M | Added−$105.8M |
| Intuit Inc. | INTU | 499.1K | $215.8M | 13.8% | −$21.7M | Added$153.3M |
| Ptc Inc. | PTC | 1.3M | $184.6M | 11.8% | −$38.9M | Added−$28.9M |
| Workday, Inc. | WDAY | 1.1M | $143.3M | 9.2% | −$93.6M | Cut−$158.7M |
| Visa Inc. | V | 380.3K | $114.9M | 7.4% | −$11.7M | Added$30.1M |
| Tetra Tech Inc New | — | 3.4M | $102.4M | 6.6% | −$10.5M | Added−$430.5K |
| Amazon Com Inc | AMZN | 362.2K | $75.4M | 4.8% | −$8.17M | Cut−$146.4M |
| Xylem Inc. | XYL | 536.8K | $64.1M | 4.1% | −$5.51M | Added$19.1M |
| Core & Main, Inc. | CNM | 1.17M | $57.9M | 3.7% | −$3.01M | Cut−$22.4M |
| Broadcom Inc. | AVGO | 148.7K | $46M | 2.9% | — | New |
| Capital One Finl Corp | — | 230.6K | $42.1M | 2.7% | −$13.8M | Cut−$19.6M |
| Performance Food Group Co | PFGC | 400.6K | $34.3M | 2.2% | — | New |
| Spotify Technology S.A. | SPOT | 67.7K | $32.8M | 2.1% | −$6.48M | Cut−$10.9M |
| Booking Holdings Inc. | BKNG | 7.35K | $30.9M | 2.0% | −$8.42M | Cut−$26M |
| Louisiana Pac Corp | — | 405.1K | $29.5M | 1.9% | −$3.24M | Cut−$43.2M |
| Applovin Corp | APP | 34.6K | $13.8M | 0.9% | −$9.55M | Cut−$14.7M |
| DoorDash, Inc. | DASH | 83.1K | $12.5M | 0.8% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.