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The Analysis of FERNBRIDGE CAPITAL MANAGEMENT LP's Holdings & P&L

Currently, FERNBRIDGE CAPITAL MANAGEMENT LP holds 17 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in INTU (+404.8K shares, valued at $175.0M), N/A (+148.7K shares, valued at $46.0M), V (+138.5K shares, valued at $41.9M); decreased their positions in AMZN (-598.8K shares, valued at $124.7M), WDAY (-303.1K shares, valued at $39.4M), LPX (-495.0K shares, valued at $36.0M); initiated new positions in N/A (+148.7K shares, valued at $46.0M), PFGC (+400.6K shares, valued at $34.3M), DASH (+83.1K shares, valued at $12.5M).

1M P&L

+34.4M+2.11%

3M P&L

-29.2M-1.72%

HY P&L

-263.7M-13.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application1.1B

53.5%

2Internet Retail221.8M

10.9%

3Credit Services146.5M

7.2%

Top Industries by Stock Count

1Software - Application6 stocks

30.0%

2Credit Services2 stocks

10.0%

3Entertainment2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRM SALESFORCE INC1.9M shares9.68%2026-03-312026-05-15

INTU INTUIT499.1K shares429.18%2026-03-312026-05-15

PTC PTC INC1.3M shares5.71%2026-03-312026-05-15

WDAY WORKDAY INC1.1M shares-21.55%2026-03-312026-05-15

V VISA INC380.3K shares57.27%2026-03-312026-05-15

TTEK TETRA TECH INC NEW3.4M shares10.89%2026-03-312026-05-15

AMZN AMAZON COM INC362.2K shares-62.31%2026-03-312026-05-15

XYL XYLEM INC536.8K shares62.35%2026-03-312026-05-15

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CNM CORE & MAIN INC1.2M shares-24.15%2026-03-312026-05-15

BROADCOM INC BROADCOM INC148.7K sharesnew addition2026-03-312026-05-15

COF CAPITAL ONE FINL CORP230.6K shares-9.41%2026-03-312026-05-15

PFGC PERFORMANCE FOOD GROUP CO400.6K sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A67.7K shares-10.20%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC7.3K shares-30.90%2026-03-312026-05-15

LPX LOUISIANA PAC CORP405.1K shares-54.99%2026-03-312026-05-15

APP APPLOVIN CORP34.6K shares-17.99%2026-03-312026-05-15

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DASH DOORDASH INC83.1K sharesnew addition2026-03-312026-05-15

CRM

SALESFORCE INC

9.68%

Shares1.9M

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

429.18%

Shares499.1K

Event2026-03-31

Filed2026-05-15

PTC

PTC INC

5.71%

Shares1.3M

Event2026-03-31

Filed2026-05-15

WDAY

WORKDAY INC

-21.55%

Shares1.1M

Event2026-03-31

Filed2026-05-15

VISA INC

57.27%

Shares380.3K

Event2026-03-31

Filed2026-05-15

TTEK

TETRA TECH INC NEW

10.89%

Shares3.4M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-62.31%

Shares362.2K

Event2026-03-31

Filed2026-05-15

XYL

XYLEM INC

62.35%

Shares536.8K

Event2026-03-31

Filed2026-05-15

CNM

CORE & MAIN INC

-24.15%

Shares1.2M

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares148.7K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-9.41%

Shares230.6K

Event2026-03-31

Filed2026-05-15

PFGC

PERFORMANCE FOOD GROUP CO

New

Shares400.6K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

-10.20%

Shares67.7K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-30.90%

Shares7.3K

Event2026-03-31

Filed2026-05-15

LPX

LOUISIANA PAC CORP

-54.99%

Shares405.1K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

-17.99%

Shares34.6K

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

New

Shares83.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available