FERNBRIDGE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTEK | 3.07M | $102.86M |
 | CRM | 1.76M | $466.01M |
 | CNM | 1.55M | $80.37M |
 | WDAY | 1.41M | $302.01M |
 | PTC | 1.23M | $213.49M |
 | AMZN | 961K | $221.83M |
 | LPX | 900K | $72.69M |
 | XYZ | 436K | $28.37M |
 | XYL | 331K | $45.02M |
 | LYV | 288K | $41.09M |
 | COF | 255K | $61.68M |
 | V | 242K | $84.80M |
 | TMUS | 211K | $42.91M |
 | UBER | 196K | $16.04M |
 | TSM | 180K | $54.82M |
 | NFLX | 109K | $10.25M |
 | INTU | 94K | $62.48M |
 | SPOT | 75K | $43.74M |
 | APP | 42K | $28.45M |
 | BKNG | 11K | $56.96M |
Tetra Tech, Inc.
TTEK
Shares Held
3.07M
Value
$102.86M
Salesforce, Inc.
CRM
Shares Held
1.76M
Value
$466.01M
Core & Main, Inc.
CNM
Shares Held
1.55M
Value
$80.37M
Workday, Inc.
WDAY
Shares Held
1.41M
Value
$302.01M
PTC Inc.
PTC
Shares Held
1.23M
Value
$213.49M
Amazon.com, Inc.
AMZN
Shares Held
961K
Value
$221.83M
Louisiana-Pacific Corporation
LPX
Shares Held
900K
Value
$72.69M
Block, Inc.
XYZ
Shares Held
436K
Value
$28.37M
Xylem Inc.
XYL
Shares Held
331K
Value
$45.02M
Live Nation Entertainment, Inc.
LYV
Shares Held
288K
Value
$41.09M
Capital One Financial Corporation
COF
Shares Held
255K
Value
$61.68M
Visa Inc.
V
Shares Held
242K
Value
$84.80M
T-Mobile US, Inc.
TMUS
Shares Held
211K
Value
$42.91M
Uber Technologies, Inc.
UBER
Shares Held
196K
Value
$16.04M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
180K
Value
$54.82M
Netflix, Inc.
NFLX
Shares Held
109K
Value
$10.25M
Intuit Inc.
INTU
Shares Held
94K
Value
$62.48M
Spotify Technology S.A.
SPOT
Shares Held
75K
Value
$43.74M
AppLovin Corporation
APP
Shares Held
42K
Value
$28.45M
Booking Holdings Inc.
BKNG
Shares Held
11K
Value
$56.96M