FERNBRIDGE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRM | 1.76M | $416.91M |
 | WDAY | 1.38M | $332.76M |
 | PTC | 1.09M | $221.97M |
 | TTEK | 1.02M | $33.90M |
 | AMZN | 873K | $191.75M |
 | LPX | 821K | $72.92M |
 | CNM | 757K | $40.73M |
 | LYV | 432K | $70.58M |
 | UBER | 342K | $33.50M |
 | XYL | 283K | $41.71M |
 | DKNG | 280K | $10.47M |
 | VMC | 233K | $71.54M |
 | COF | 206K | $43.72M |
 | FLUT | 179K | $45.36M |
 | V | 177K | $60.49M |
 | TSM | 142K | $39.73M |
 | CHTR | 92K | $25.28M |
 | TMUS | 87K | $20.82M |
 | GOOGL | 86K | $20.97M |
 | INTU | 79K | $53.67M |
Salesforce, Inc.
CRM
Shares Held
1.76M
Value
$416.91M
Workday, Inc.
WDAY
Shares Held
1.38M
Value
$332.76M
PTC Inc.
PTC
Shares Held
1.09M
Value
$221.97M
Tetra Tech, Inc.
TTEK
Shares Held
1.02M
Value
$33.90M
Amazon.com, Inc.
AMZN
Shares Held
873K
Value
$191.75M
Louisiana-Pacific Corporation
LPX
Shares Held
821K
Value
$72.92M
Core & Main, Inc.
CNM
Shares Held
757K
Value
$40.73M
Live Nation Entertainment, Inc.
LYV
Shares Held
432K
Value
$70.58M
Uber Technologies, Inc.
UBER
Shares Held
342K
Value
$33.50M
Xylem Inc.
XYL
Shares Held
283K
Value
$41.71M
DraftKings Inc.
DKNG
Shares Held
280K
Value
$10.47M
Vulcan Materials Company
VMC
Shares Held
233K
Value
$71.54M
Capital One Financial Corporation
COF
Shares Held
206K
Value
$43.72M
Flutter Entertainment plc
FLUT
Shares Held
179K
Value
$45.36M
Visa Inc.
V
Shares Held
177K
Value
$60.49M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
142K
Value
$39.73M
Charter Communications, Inc.
CHTR
Shares Held
92K
Value
$25.28M
T-Mobile US, Inc.
TMUS
Shares Held
87K
Value
$20.82M
Alphabet Inc.
GOOGL
Shares Held
86K
Value
$20.97M
Intuit Inc.
INTU
Shares Held
79K
Value
$53.67M