FERNBRIDGE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTEK | 3.40M | $102.43M |
 | CRM | 1.93M | $360.17M |
 | PTC | 1.30M | $184.59M |
 | CNM | 1.17M | $57.94M |
 | WDAY | 1.10M | $143.31M |
 | XYL | 537K | $64.15M |
 | INTU | 499K | $215.81M |
 | LPX | 405K | $29.47M |
 | PFGC | 401K | $34.31M |
 | V | 380K | $114.94M |
 | AMZN | 362K | $75.44M |
 | COF | 231K | $42.06M |
 | AVGO | 149K | $46.01M |
 | DASH | 83K | $12.48M |
 | SPOT | 68K | $32.80M |
 | APP | 35K | $13.78M |
 | BKNG | 7K | $30.95M |
Tetra Tech, Inc.
TTEK
Shares Held
3.40M
Value
$102.43M
Salesforce, Inc.
CRM
Shares Held
1.93M
Value
$360.17M
PTC Inc.
PTC
Shares Held
1.30M
Value
$184.59M
Core & Main, Inc.
CNM
Shares Held
1.17M
Value
$57.94M
Workday, Inc.
WDAY
Shares Held
1.10M
Value
$143.31M
Xylem Inc.
XYL
Shares Held
537K
Value
$64.15M
Intuit Inc.
INTU
Shares Held
499K
Value
$215.81M
Louisiana-Pacific Corporation
LPX
Shares Held
405K
Value
$29.47M
Performance Food Group Company
PFGC
Shares Held
401K
Value
$34.31M
Visa Inc.
V
Shares Held
380K
Value
$114.94M
Amazon.com, Inc.
AMZN
Shares Held
362K
Value
$75.44M
Capital One Financial Corporation
COF
Shares Held
231K
Value
$42.06M
Broadcom Inc.
AVGO
Shares Held
149K
Value
$46.01M
DoorDash, Inc.
DASH
Shares Held
83K
Value
$12.48M
Spotify Technology S.A.
SPOT
Shares Held
68K
Value
$32.80M
AppLovin Corporation
APP
Shares Held
35K
Value
$13.78M
Booking Holdings Inc.
BKNG
Shares Held
7K
Value
$30.95M