The Analysis of FERNBRIDGE CAPITAL MANAGEMENT LP's Holdings


Currently, FERNBRIDGE CAPITAL MANAGEMENT LP holds 24 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in CRM (+322.2K shares, valued at $76.4M), AMZN (+339.9K shares, valued at $74.6M), LPX (+607.3K shares, valued at $54.0M); decreased their positions in PTC (-961.7K shares, valued at $195.2M), INTU (-52.9K shares, valued at $36.2M), FLUT (-135.9K shares, valued at $34.5M); initiated new positions in NFLX (+42.9K shares, valued at $51.4M), XYL (+282.8K shares, valued at $41.7M), CHTR (+91.9K shares, valued at $25.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CRM SALESFORCE INC1.8M shares22.43%2025-09-302025-11-13history
WDAY WORKDAY INC1.4M shares11.35%2025-09-302025-11-13history
PTC PTC INC1.1M shares-46.80%2025-09-302025-11-13history
AMZN AMAZON COM INC873.3K shares63.72%2025-09-302025-11-13history
LPX LOUISIANA PAC CORP820.8K shares284.54%2025-09-302025-11-13history
VMC VULCAN MATLS CO232.6K shares-8.79%2025-09-302025-11-13history
LYV LIVE NATION ENTERTAINMENT IN431.9K shares-24.86%2025-09-302025-11-13history
V VISA INC177.2K shares77.76%2025-09-302025-11-13history
Sponsored
BKNG BOOKING HOLDINGS INC10.6K shares10.55%2025-09-302025-11-13history
INTU INTUIT78.6K shares-40.25%2025-09-302025-11-13history
APP APPLOVIN CORP74.1K shares83.01%2025-09-302025-11-13history
NFLX NETFLIX INC42.9K sharesnew addition2025-09-302025-11-13history
FLUT FLUTTER ENTMT PLC178.6K shares-43.21%2025-09-302025-11-13history
COF CAPITAL ONE FINL CORP205.7K shares13.78%2025-09-302025-11-13history
XYL XYLEM INC282.8K sharesnew addition2025-09-302025-11-13history
SPOT SPOTIFY TECHNOLOGY S A59.1K shares103.66%2025-09-302025-11-13history
Sponsored
CNM CORE & MAIN INC756.6K shares-29.37%2025-09-302025-11-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD142.3K shares-38.55%2025-09-302025-11-13history
TTEK TETRA TECH INC NEW1.0M shares7.66%2025-09-302025-11-13history
UBER UBER TECHNOLOGIES INC342.0K shares16.35%2025-09-302025-11-13history
CHTR CHARTER COMMUNICATIONS INC N91.9K sharesnew addition2025-09-302025-11-13history
GOOGL ALPHABET INC86.3K sharesnew addition2025-09-302025-11-13history
TMUS T-MOBILE US INC87.0K shares-56.58%2025-09-302025-11-13history
DKNG DRAFTKINGS INC NEW279.9K sharesnew addition2025-09-302025-11-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available